Filing on Oct 13, 2023 Q3 2023

Key Bridge Compliance, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • IDV
  • LLY
Key Bridge Compliance, LLC's Q3 2023 Portfolio
Filing on May 01, 2025 Q1 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DFCF
United Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • PNOV
  • XLE
Buska Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

University Of Illinois Foundation

  • SPY
  • TLT
  • KWEB
  • TSM
  • JPM
  • PEP
  • MCD
University Of Illinois Foundation's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Net Worth Advisory Group

  • BNDX
  • TIP
  • SHY
  • IEF
  • LQD
  • VCIT
  • CORP
Net Worth Advisory Group's Q1 2025 Portfolio
Filing on May 16, 2025 Q1 2025

Prostatis Group LLC

  • BIL
  • SPY
  • QQQ
  • DIVO
  • VUG
  • QRFT
  • SPHD
Prostatis Group LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Generali Powszechne Towarzystwo Emerytalne

  • RBLX
  • TTWO
  • MSFT
  • CROX
  • S
  • SNOW
  • META
Generali Powszechne Towarzystwo Emerytalne's Q1 2025 Portfolio
Filing on Nov 08, 2024 Q3 2024

Etfidea, LLC

  • DGRO
  • VUG
  • IWF
  • VBK
  • IJS
  • IWS
  • MDYG
Etfidea, LLC's Q3 2024 Portfolio
Filing on May 07, 2025 Q1 2025

Passive Capital Management, Llc.

  • VNQ
  • DFAC
  • VTEB
  • SCHO
  • AVUS
  • DFIC
  • AVDE
Passive Capital Management, Llc.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Nuveen, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • AVGO
  • LLY
  • GOOGL
Nuveen, LLC's Q1 2025 Portfolio
Filing on May 23, 2025 Q1 2025

Triune Financial Partners, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • VEU
  • IWV
  • IVV
Triune Financial Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Stem Point Capital LP

  • ROIV
  • SNDX
  • SRRK
  • ACLX
  • MRUS
  • IMVT
  • MDGL
Stem Point Capital LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025
Filing on May 05, 2025 Q1 2025

Aspen Capital Management, LLC

  • DFIC
  • SGOV
  • DFAC
  • DFCF
  • DFAT
  • DFAS
  • DFEM
Aspen Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Garden State Investment Advisory Services LLC

  • AAPL
  • NVDA
  • AMZN
  • META
  • PWB
  • JEPI
  • QQQ
Garden State Investment Advisory Services LLC's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Kaydan Wealth Management, Inc.

  • VTV
  • IEF
  • TLT
  • RSP
  • IAU
  • FTA
  • VBR
Kaydan Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFSD
  • DFUV
  • DFAI
  • DFAX
Legacy Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Regimen Wealth, LLC

  • HDV
  • SCHD
  • FBND
  • MUB
  • USFR
  • AGG
  • COWZ
Regimen Wealth, LLC's Q1 2025 Portfolio