Filing on Oct 08, 2025 Q3 2025

Flower City Capital

  • VONE
  • VEU
  • VOO
  • IVV
  • VSS
  • EFA
  • AAPL
Flower City Capital's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Coco Enterprises, LLC

  • VYM
  • VUG
  • FEZ
  • GLDM
  • IEFA
  • VOO
  • GDX
Coco Enterprises, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Cape Ann Savings Bank

  • EFA
  • IJH
  • IVV
  • IAU
  • AAPL
  • VGSH
  • MSFT
Cape Ann Savings Bank's Q3 2025 Portfolio
Filing on Jan 31, 2023 Q4 2022

Schroders Is LTD

  • VCSH
  • VEA
  • VT
Schroders Is LTD's Q4 2022 Portfolio
Filing on Oct 17, 2025 Q3 2025

Vaughan & CO Securities, Inc.

  • IWF
  • GSLC
  • IWO
  • HDV
  • ISCV
  • IEFA
  • IEMG
Vaughan & CO Securities, Inc.'s Q3 2025 Portfolio
Filing on May 30, 2023 Q1 2023

Fullen Financial Group

  • BIV
  • VEU
  • BSV
  • VB
  • VTV
  • IGSB
  • VUG
Fullen Financial Group's Q1 2023 Portfolio
Filing on Nov 14, 2025 Q3 2025

Prospect Capital Advisors, LLC

  • PJT
  • LOPE
  • OSIS
  • RSI
  • IDCC
  • ENVA
  • TPB
Prospect Capital Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Northern Capital Management, Inc.

  • SCHG
  • QQQ
  • SCHV
  • VV
  • GBCI
  • JNJ
  • SPYV
Northern Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VTV
  • IVW
  • VUG
  • AAPL
  • RTX
Clark Financial Services Group Inc 's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Aurora Investment Managers, Llc.

  • KWEB
  • BABA
  • BIL
  • META
  • AAPL
  • MSFT
  • JD
Aurora Investment Managers, Llc.'s Q3 2025 Portfolio
Filing on May 12, 2023 Q1 2023

Hitchwood Capital Management LP

  • TSLA
  • FND
  • MSFT
  • AMZN
  • META
  • BRK-B
  • TW
Hitchwood Capital Management LP's Q1 2023 Portfolio
Filing on Nov 14, 2025 Q3 2025

Beaconlight Capital, LLC

  • REZI
  • CSTM
  • LNG
  • SXT
  • TECK
  • GPOR
  • AAP
Beaconlight Capital, LLC's Q3 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Lane & Associates LLC

  • VTI
  • SPYG
  • SCHX
  • SPY
  • EFG
  • DFIV
  • IEFA
Lane & Associates LLC's Q1 2025 Portfolio
Filing on May 22, 2023 Q1 2023

Aspireon Wealth Advisors

  • IVV
  • TLT
  • IWB
  • TIP
  • IAU
  • VOO
  • HYG
Aspireon Wealth Advisors's Q1 2023 Portfolio
Filing on Oct 07, 2025 Q3 2025

Lbj Family Wealth Advisors, Ltd.

  • IWF
  • IWD
  • IWP
  • IWS
  • IWN
  • WIP
  • IWO
Lbj Family Wealth Advisors, Ltd.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Patrick Mauro Investment Advisor, Inc.

  • IXUS
  • CME
  • WSO
  • PFE
  • VZ
  • MSFT
  • CNA
Patrick Mauro Investment Advisor, Inc.'s Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Martin Worley Group

  • VTI
  • DFAU
  • VXUS
  • VFMV
  • JMUB
  • VUG
  • CORP
Martin Worley Group's Q2 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

W Advisors, LLC

  • IVW
  • AAPL
  • MSFT
  • OEF
  • IVV
  • SUSL
  • MRK
W Advisors, LLC's Q3 2025 Portfolio