Filing on Aug 05, 2025 Q2 2025

Asahi Life Asset Management Co., Ltd.

  • MSFT
  • NVDA
  • AAPL
  • GS
  • AMZN
  • HD
  • CAT
Asahi Life Asset Management Co., Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Beaconlight Capital, LLC

  • REZI
  • LNG
  • SXT
  • STX
  • SABR
  • CSTM
  • TWLO
Beaconlight Capital, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Laurel Wealth Planning LLC

  • VOO
  • BWZ
  • EFIV
  • ESGU
  • IFRA
  • SPYV
  • ESGD
Laurel Wealth Planning LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Kerrisdale Advisers, LLC

  • STX
  • UNH
  • MELI
  • V
  • SHC
  • DAVA
  • ACMR
Kerrisdale Advisers, LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Coco Enterprises, LLC

  • VYM
  • FEZ
  • SPHQ
  • GLDM
  • IEFA
  • VOO
  • FLOT
Coco Enterprises, LLC's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Guardian Financial Partners, LLC

  • VOO
  • SCHF
  • BRK-A
  • SCHX
  • VYMI
  • VYM
  • SCHD
Guardian Financial Partners, LLC's Q2 2025 Portfolio
Filing on Jan 24, 2023 Q4 2022

Aevitas Wealth Management, Inc.

  • SHY
  • MSFT
  • AAPL
  • LDUR
  • XOM
  • PEP
  • JNJ
Aevitas Wealth Management, Inc.'s Q4 2022 Portfolio
Filing on Jul 31, 2025 Q2 2025

Guardian Wealth Advisors, LLC

  • SPY
  • VEA
  • IWM
  • IJH
  • SPYG
  • SPYV
  • QQQ
Guardian Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Hatteras Investment Partners, LP

Hatteras Investment Partners, LP's Q2 2025 Portfolio
Filing on Jan 09, 2024 Q4 2023

Db Wealth Management Group, LLC

  • SPY
  • EFA
  • CGDV
  • VTI
  • IJH
  • DWM
  • FV
Db Wealth Management Group, LLC's Q4 2023 Portfolio
Filing on Jul 30, 2025 Q2 2025

Warburton Capital Management, LLC

  • DFAC
  • DFAX
  • DFUS
  • DUHP
  • DFIC
  • NVDA
  • MSFT
Warburton Capital Management, LLC's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Rhs Financial, LLC

  • FNDX
  • SCHB
  • FNDE
  • VTI
  • VEA
  • FNDF
  • IVLU
Rhs Financial, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Little Harbor Advisors, LLC

  • SPY
  • QQQ
  • FTSL
  • SPHY
  • SRLN
  • USHY
  • SJNK
Little Harbor Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Udine Wealth Management, Inc.

  • BIL
  • MSFT
  • AAPL
  • SHV
  • GOOG
  • BAC
  • JPM
Udine Wealth Management, Inc.'s Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Center For Asset Management LLC

  • MGK
  • GOVT
  • MSFT
  • MINT
  • MGV
  • VOO
  • VMBS
Center For Asset Management LLC's Q2 2025 Portfolio
Filing on Jul 28, 2025 Q2 2025

Tower Wealth Partners, Inc.

  • VSMV
  • SPYG
  • RECS
  • JAAA
  • IJH
  • BUFR
  • DIVO
Tower Wealth Partners, Inc.'s Q2 2025 Portfolio
Filing on Jan 15, 2025 Q4 2024

Sib LLC

  • TXRH
  • ODFL
  • LULU
  • KNX
  • JBHT
  • RYAAY
  • URBN
Sib LLC's Q4 2024 Portfolio
Filing on Aug 01, 2025 Q2 2025

William Allan, LLC

  • AMAT
  • MA
  • AAPL
  • WMT
  • COST
  • MSFT
  • GOOGL
William Allan, LLC's Q2 2025 Portfolio