Filing on May 08, 2025 Q1 2025

Liberty Mutual Group Asset Management Inc.

  • VOO
  • DXJ
  • AMPS
  • AFRM
  • AMPL
  • AM
  • CRGY
Liberty Mutual Group Asset Management Inc.'s Q1 2025 Portfolio
Filing on Apr 18, 2025 Q1 2025

Capital Wealth Management, LLC

  • SPSB
  • VUG
  • VTV
  • NANR
  • SPEM
  • FBND
  • FNDF
Capital Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Feng He Fund Management Pte. Ltd.

  • OLED
  • VRT
  • TSM
  • QCOM
  • NVDA
  • CFLT
  • RBLX
Feng He Fund Management Pte. Ltd.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Wealth Advisors Of Tampa Bay, LLC

  • AVGO
  • AAPL
  • WMT
  • MSFT
  • WM
  • AMZN
  • GS
Wealth Advisors Of Tampa Bay, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Christopher J. Hasenberg, Inc

  • UCON
  • DUHP
  • EFA
  • QQQ
  • DIA
  • VUG
  • IWV
Christopher J. Hasenberg, Inc's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Beech Hill Advisors, Inc.

  • AMZN
  • META
  • GOOGL
  • AAPL
  • UBER
  • MSFT
  • AVGO
Beech Hill Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Robinson Capital Management, LLC

  • VMO
  • VGM
  • BFK
  • VKQ
  • NAD
  • BLE
  • VKI
Robinson Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Beryl Capital Management LLC

  • ITCI
  • BECN
  • CMRX
  • DNB
  • NVRO
  • TSVT
  • AMSWA
Beryl Capital Management LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Youngs Advisory Group, Inc.

  • IXUS
  • SPY
  • RSP
  • XLK
  • PFFD
  • VGK
  • MDY
Youngs Advisory Group, Inc.'s Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • DE
  • AAPL
  • NVR
  • COP
Montgomery Investment Management Inc's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Selective Wealth Management, Inc.

  • VOO
  • SGOV
  • WCLD
  • META
  • JEPI
  • SPLG
  • AAPL
Selective Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Valor Management LLC

  • HRMY
  • BWAY
Valor Management LLC's Q1 2025 Portfolio
Filing on Jul 22, 2022 Q2 2022

Enterprise Trust & Investment CO

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • VNQ
  • GDX
  • ISRG
Enterprise Trust & Investment CO's Q2 2022 Portfolio
Filing on Apr 08, 2025 Q1 2025

Rooted Wealth Advisors, Inc.

  • VOO
  • DGRO
  • JEPI
  • IXUS
  • GTO
  • SPYG
  • VO
Rooted Wealth Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Armor Investment Advisors, LLC

  • IVV
  • DFAS
  • SCHF
  • FTEC
  • IJH
  • JEPI
  • CGGR
Armor Investment Advisors, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Robertson Opportunity Capital, LLC

  • WMB
  • TPX
  • BECN
  • ACGL
  • CPRT
  • GOOG
  • OKE
Robertson Opportunity Capital, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Valtinson Bruner Financial Planning LLC

  • ICSH
  • EDV
  • BUFR
  • BUFQ
  • SPYV
  • SPDW
  • SPLG
Valtinson Bruner Financial Planning LLC's Q1 2025 Portfolio
Filing on Feb 13, 2023 Q4 2022

Alpha Paradigm Partners, LLC

  • AMR
  • HLIT
  • CLFD
  • FLEX
  • STAA
  • AMZN
  • LW
Alpha Paradigm Partners, LLC's Q4 2022 Portfolio