Filing on Apr 29, 2025 Q1 2025

Gilliland Jeter Wealth Management LLC

  • AAPL
  • NVDA
  • WMT
  • IWF
  • VIG
  • AMZN
  • T
Gilliland Jeter Wealth Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Borer Denton & Associates, Inc.

  • BRK-B
  • MSFT
  • COST
  • AAPL
  • AON
  • HD
  • ABBV
Borer Denton & Associates, Inc.'s Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Pines Wealth Management, LLC

  • IVV
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • MUB
  • GLTR
Pines Wealth Management, LLC's Q2 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Massachusetts Financial Services CO

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • GOOGL
  • JPM
Massachusetts Financial Services CO 's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Avanda Investment Management Pte. Ltd.

  • SPY
  • SE
  • YUMC
  • V
  • BEKE
  • GOOGL
  • TXN
Avanda Investment Management Pte. Ltd.'s Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Baron Wealth Management LLC

  • QUAL
  • FLQH
  • IJR
  • RIVN
  • SNA
  • AAPL
  • SPY
Baron Wealth Management LLC's Q2 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Fortitude Family Office, LLC

  • IVV
  • USFR
  • IDEV
  • AAPL
  • VO
  • KNX
  • DFEM
Fortitude Family Office, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Beirne Wealth Consulting Services, LLC

  • AGG
  • IWD
  • VEA
  • LRGF
  • IVV
  • IEMG
  • IEF
Beirne Wealth Consulting Services, LLC's Q1 2025 Portfolio
Filing on Oct 15, 2024 Q3 2024

Bbjs Financial Advisors, LLC

  • RSP
  • VGK
  • VBR
  • IVW
  • VBK
  • IEMG
  • VPL
Bbjs Financial Advisors, LLC's Q3 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Two Point Capital Management, Inc.

  • MSFT
  • DHI
  • GOOGL
  • AAPL
  • ACN
  • ETN
  • ORCL
Two Point Capital Management, Inc.'s Q4 2024 Portfolio
Filing on Jul 08, 2025 Q2 2025

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • JAAA
  • APH
  • RYF
Davis Investment Partners, LLC's Q2 2025 Portfolio
Filing on Nov 14, 2024 Q3 2024

Brophy Wealth Management, LLC

  • MGK
  • MGV
  • AAPL
  • MSFT
  • GOVT
  • VOE
  • VBR
Brophy Wealth Management, LLC's Q3 2024 Portfolio
Filing on Apr 29, 2025 Q1 2025

Smart Wealth LLC

  • NVDA
  • VGSH
  • JEPI
  • BRK-B
  • FJAN
  • RDVY
  • FJUL
Smart Wealth LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Camrose Capital Investment Partners LLP

  • YUM
  • ROP
  • CNM
  • ADP
  • MLM
  • HLT
  • EXPD
Camrose Capital Investment Partners LLP's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • BOND
  • JCPB
  • GTO
Acima Private Wealth, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Sea Cliff Partners Management, LP

  • UDMY
  • AZEK
  • GDDY
  • HXL
  • JBT
  • PTC
  • OKTA
Sea Cliff Partners Management, LP's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Vsm Wealth Advisory, LLC

  • VV
  • VCSH
  • MGC
  • VYM
  • VTI
  • VB
  • VO
Vsm Wealth Advisory, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Millstreet Capital Management LLC

  • CPS
Millstreet Capital Management LLC's Q1 2025 Portfolio