Filing on Aug 13, 2025 Q2 2025

Stenger Family Office, LLC

  • NTSI
  • MSFT
  • AAPL
  • NVDA
  • JPM
  • XOM
  • FAUG
Stenger Family Office, LLC's Q2 2025 Portfolio
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Filing on Aug 01, 2025 Q2 2025

Mc Carthy Grittinger Financial Group, LLC

  • VV
  • VB
  • VEU
  • VCIT
  • VGIT
  • DFAC
  • BNDX
Mc Carthy Grittinger Financial Group, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ameriprise Financial Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • META
Ameriprise Financial Inc's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Coalescence Partners Investment Management, LP

  • MSFT
  • TSM
  • AMZN
  • SNPS
  • TDG
  • SPGI
  • V
Coalescence Partners Investment Management, LP's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Westmount Partners, LLC

  • AAPL
  • MSFT
  • AVGO
  • VOO
  • NVDA
  • CACI
  • SPY
Westmount Partners, LLC's Q3 2025 Portfolio
Filing on Aug 06, 2025 Q2 2025

Coleford Investment Management Ltd.

  • MSFT
  • WMT
  • ORCL
  • AXP
  • GOOGL
  • RY
  • V
Coleford Investment Management Ltd.'s Q2 2025 Portfolio
Filing on Nov 08, 2024 Q3 2024

Cic Wealth, LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • VB
  • IGM
  • PEP
Cic Wealth, LLC's Q3 2024 Portfolio
Filing on Aug 14, 2025 Q2 2025

Waterford Advisors, LLC

  • BRK-A
  • RTX
  • META
  • VB
  • SHW
  • SO
  • NFG
Waterford Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Gcq Funds Management Pty LTD

  • GOOGL
  • AMZN
  • UBER
  • MSCI
  • V
  • MA
  • NFLX
Gcq Funds Management Pty LTD's Q2 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Maridea Wealth Management LLC

  • WBIL
  • WBIG
  • QQQ
  • WBIF
  • SGOV
  • WBIY
  • NVDA
Maridea Wealth Management LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Sollinda Capital Management LLC

  • SGOV
  • SSO
  • BIL
  • JPST
  • IWM
  • RSP
  • TQQQ
Sollinda Capital Management LLC's Q2 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Firetrail Investments Pty LTD

  • NVDA
  • AAPL
  • TSM
  • IBKR
  • MA
  • MCK
  • BKNG
Firetrail Investments Pty LTD's Q2 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Catalyst Funds Management Pty LTD

  • RIO
  • NVDA
  • PFE
  • MA
  • LNG
  • ALNY
  • EBAY
Catalyst Funds Management Pty LTD's Q1 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Science & Technology Partners, L.P.

  • APP
  • CYBR
  • NVDA
  • AVGO
  • SNOW
  • BSX
  • NTRA
Science & Technology Partners, L.P.'s Q2 2025 Portfolio
Filing on Oct 17, 2025 Q3 2025

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DISV
  • DFCF
  • DFSD
  • DFAR
Great Oak Capital Partners, LLC's Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Farmers National Bank

  • MSFT
  • AAPL
  • AVGO
  • JPM
  • TDTF
  • GUNR
  • JNJ
Farmers National Bank's Q2 2025 Portfolio