Filing on May 13, 2025 Q1 2025

Sequent Planning LLC

  • QDEC
  • BGLD
  • TIP
  • VTI
  • GLD
  • QMAR
  • SHY
Sequent Planning LLC's Q1 2025 Portfolio
Filing on Jul 01, 2025 Q2 2025

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • VEA
  • DBEF
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q2 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Mc Mill Wealth Management

  • SPIB
  • SPLG
  • DFIV
  • AVUV
  • DFUS
  • DFAT
  • AVDV
Mc Mill Wealth Management's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Truffle Hound Capital, LLC

  • CIB
  • AMLP
  • KKS.F
  • OPBK
  • PAGS
  • PWOD
  • CFFI
Truffle Hound Capital, LLC's Q1 2025 Portfolio
Filing on May 06, 2024 Q1 2024

Concord Investment Counsel Inc.

  • NVDA
  • AAPL
  • XLI
  • AMZN
  • MSFT
  • UNH
  • GOOGL
Concord Investment Counsel Inc.'s Q1 2024 Portfolio
Filing on Apr 21, 2025 Q1 2025

Duncan Williams Asset Management, LLC

  • VUG
  • DGRW
  • SCHD
  • AAPL
  • VTV
  • BRK-B
  • VOO
Duncan Williams Asset Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • XSD
Mgb Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

360 Financial, Inc.

  • VIG
  • QQQM
  • SYLD
  • XSVM
  • QUAL
  • PAVE
  • QQQ
360 Financial, Inc.'s Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Impact Capital Partners LLC

  • MSFT
  • AAPL
  • NVDA
  • PG
  • AVGO
  • FLOT
  • ABBV
Impact Capital Partners LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Global View Capital Management LLC

  • USFR
  • QLD
  • SPLG
  • DDM
  • SGOL
  • SSO
  • RPV
Global View Capital Management LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Evexia Wealth LLC

  • INTU
  • MSFT
  • KLAC
  • PH
  • AVGO
  • COST
  • RSG
Evexia Wealth LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Amundi

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • TSLA
Amundi's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Lunt Capital Management, Inc.

  • USFR
  • VRIG
  • TFLO
  • PALC
  • TPL
  • FCTR
  • PAMC
Lunt Capital Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Proathlete Wealth Management LLC

  • IVV
  • IWF
  • IJR
  • IJH
  • IWD
  • QQQ
  • IEFA
Proathlete Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 18, 2025 Q1 2025

Clayton Financial Group LLC

  • VTV
  • VUG
  • VOT
  • VOE
  • IWF
  • VBR
  • IWD
Clayton Financial Group LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • IAGG
Kooman & Associates's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Marks Wealth, LLC

  • SHV
  • SHY
  • XLF
  • SPLV
  • SLV
  • ITA
  • XLU
Marks Wealth, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Promethos Capital, LLC

  • SAP
  • NVS
  • TSM
  • MFC
  • IBN
  • HSBC
  • WIT
Promethos Capital, LLC's Q1 2025 Portfolio