Filing on Jul 26, 2023 Q2 2023

Relaxing Retirement Coach

  • DFUS
  • DFIC
  • DFAS
  • DFEM
  • DFCF
  • DFAT
  • DFNM
Relaxing Retirement Coach's Q2 2023 Portfolio
Filing on Nov 12, 2025 Q3 2025

Family Legacy, Inc.

  • AAPL
  • MSFT
  • JPM
  • CAT
  • GOOGL
  • TSM
  • ORCL
Family Legacy, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Fifthdelta LTD

  • CMI
  • BB
  • QCOM
  • ON
  • OTIS
Fifthdelta LTD's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Mcdonald Partners LLC

  • MSFT
  • ETN
  • AAPL
  • JPM
  • BRK-B
  • ORCL
  • VOO
Mcdonald Partners LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • XLG
  • IDHQ
  • ESGV
  • SPGP
  • PM
Cedar Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Gunma Bank,Ltd.

  • IEF
  • VGIT
  • SHY
  • IEI
  • SHV
  • SCHI
  • IGIB
Gunma Bank,Ltd.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Nokomis Capital, L.L.C.

  • GLD
  • QQQ
  • MGM
  • IAUX
  • SLV
  • GDX
  • CDE
Nokomis Capital, L.L.C.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

S&T Bank

  • SEIM
  • SEIV
  • FLEX
  • STBA
  • WDC
  • IDCC
  • CORT
S&T Bank's Q3 2025 Portfolio
Filing on Feb 04, 2025 Q4 2024

Fairhaven Wealth Management, LLC

  • IVV
  • IEFA
  • IJH
  • AAPL
  • IJR
  • IEMG
  • MSFT
Fairhaven Wealth Management, LLC's Q4 2024 Portfolio
Filing on Nov 12, 2025 Q3 2025

Lom Asset Management LTD

  • AVGO
  • GOOG
  • MSFT
  • NVDA
  • VOO
  • AMZN
  • JPM
Lom Asset Management LTD's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Pinnacle Financial Group, LLC

  • PRF
  • DFIC
  • DTD
  • DFEM
  • DFAC
  • VYMI
  • VYM
Pinnacle Financial Group, LLC 's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Donoghue Forlines LLC

  • JPST
  • BIL
  • SRLN
  • BKLN
  • BGT
  • SPHY
  • STX
Donoghue Forlines LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Mirabaud & Cie Sa

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • IEI
  • AMZN
  • META
Mirabaud & Cie Sa's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Evernest Financial Advisors, LLC

  • GLDM
  • IVV
  • IJH
  • RSP
  • FSMO
  • IEFA
  • VOO
Evernest Financial Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025
Filing on Oct 23, 2025 Q3 2025

Next Level Private LLC

  • RDVY
  • QGRO
  • JPM
  • AIRR
  • GE
  • DUSA
  • FDL
Next Level Private LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Moseley Investment Management Inc

  • AAPL
  • IBTI
  • IBTF
  • MSFT
  • AVGO
  • NVDA
  • BRK-B
Moseley Investment Management Inc's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • BAC
  • MA
  • RACE
  • BRK-A
  • MU
Aquamarine Zurich Ag's Q3 2025 Portfolio