Filing on Apr 18, 2025 Q1 2025

Financial Perspectives, Inc

  • MDT
  • VYM
  • VGT
  • AAPL
  • BSX
  • MSFT
  • IVW
Financial Perspectives, Inc's Q1 2025 Portfolio
Filing on May 22, 2025 Q1 2025

Bos Asset Management, LLC

  • YEAR
  • TLT
  • SPY
  • IUSG
  • DFSV
  • AAPL
  • IDHQ
Bos Asset Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Palidye Holdings (Caymans) LTD

  • AMZN
  • NVDA
Palidye Holdings (Caymans) LTD's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Argonautica Private Wealth Management, Inc

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
  • AVGO
  • UNH
Argonautica Private Wealth Management, Inc's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Brown Wealth Management, LLC

  • VTV
  • IVV
  • VUG
  • SUB
  • MUB
  • BIV
  • SCHO
Brown Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Nixon Capital, LLC

  • UBER
  • PYPL
  • SLG
  • CCL
  • KMX
  • SONY
  • NU
Nixon Capital, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Kp Management LLC

  • NVDA
  • AMZN
  • AVGO
  • AAPL
  • META
  • HEI
  • V
Kp Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Mudrick Capital Management, L.P.

Mudrick Capital Management, L.P.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Umpqua Bank

  • MSFT
  • IEI
  • AAPL
  • IVV
  • EMXC
  • IEMG
  • NVDA
Umpqua Bank's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Continental General Insurance CO

  • DQ
  • AMR
  • GRPN
  • DOLE
  • GEO
  • RAIL
  • BITF
Continental General Insurance CO's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Clg LLC

  • IVV
  • CVX
  • DLN
  • AAPL
  • RDVY
  • CIVI
  • CGGR
Clg LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Legacy Capital Group California, Inc.

  • AAPL
  • JPST
  • NVDA
  • BIL
  • SPTM
  • JAAA
  • SPLG
Legacy Capital Group California, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Prime Buchholz LLC

  • VT
  • BND
  • VEA
  • STIP
  • EMXC
  • VSGX
  • VWO
Prime Buchholz LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Northeast Financial Group, Inc.

  • SCHX
  • SCHM
  • SCHF
  • SCHD
  • MUB
  • SCHO
  • SCHG
Northeast Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Ark & Tlk Investments, LLC

  • DFAC
  • DFUS
  • DFIC
  • TFLO
  • DFAX
  • VGSH
  • IWF
Ark & Tlk Investments, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Rockport Wealth LLC

  • FDL
  • XLP
  • ISRG
  • AAPL
  • AMZN
  • GOOGL
  • CIBR
Rockport Wealth LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • BRK-B
  • IWF
Cjm Wealth Advisers, Ltd.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXV
  • STXG
  • VO
  • IVV
Advyzon Investment Management, LLC's Q1 2025 Portfolio