Filing on Apr 29, 2025 Q1 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SLYV
  • SCHE
  • SCHH
  • SCHR
Pure Portfolios Holdings LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Private Wealth Management Group, LLC

  • DFAC
  • VGIT
  • DFIC
  • DFEM
  • DFAU
  • DFUS
  • DFSV
Private Wealth Management Group, LLC's Q1 2025 Portfolio
Filing on Feb 14, 2025 Q4 2024

Sterling Wealth Management, Inc.

  • VTI
  • DFAT
  • VEA
  • DFUV
  • DUHP
  • DFAS
  • DFAE
Sterling Wealth Management, Inc.'s Q4 2024 Portfolio
Filing on May 15, 2025 Q1 2025

Arosa Capital Management LP

  • ETN
  • CCJ
  • CCJ
  • PWR
  • MIR
  • QQQ
  • MTZ
Arosa Capital Management LP's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Fairway Wealth LLC

  • VOO
  • DLN
  • IVV
  • VTIP
  • VXF
  • VEA
  • QQQ
Fairway Wealth LLC's Q1 2025 Portfolio
Filing on Oct 18, 2024 Q3 2024

Cedrus LLC

  • VUG
  • FIXD
  • RDVY
  • FTCS
  • RDVI
  • LDSF
  • MGV
Cedrus LLC's Q3 2024 Portfolio
Filing on May 07, 2025 Q1 2025

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FTCS
  • FV
  • FVD
Concentrum Wealth Management's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Ping Capital Management, Inc.

  • YPF
  • GGAL
  • KWEB
  • BBAR
  • BMA
  • QQQ
  • FXI
Ping Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Aikya Investment Management LTD

  • HDB
  • RDY
  • EPAM
  • INFY
Aikya Investment Management LTD's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Ewa, LLC

  • IVW
  • LRGF
  • QUAL
  • IVE
  • EMXC
  • IUSB
  • AAPL
Ewa, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Barometer Capital Management Inc.

  • AEM
  • KGC
  • ENB
  • JPM
  • HWM
  • META
  • BMO
Barometer Capital Management Inc.'s Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

United Community Bank

  • BRK-B
  • IVV
  • EFA
  • MSFT
  • AAPL
  • IJH
  • VXF
United Community Bank's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Tyro Capital Management LLC

  • ESTA
  • CRS
  • CCOI
  • CRH.L
  • ROIV
  • GE
  • CROX
Tyro Capital Management LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Nordwand Advisors, LLC

  • BRK-A
  • JNJ
  • MSFT
  • JPIE
  • NVCR
  • OSEA
  • AMBP
Nordwand Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Hudson Value Partners, LLC

  • BRK-B
  • AAPL
  • MSFT
  • GOOGL
  • COST
  • V
  • MRK
Hudson Value Partners, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Ameliora Wealth Management Ltd.

  • IGEB
  • AGG
  • FLRN
  • IGIB
  • TMUS
  • SGOL
  • IVV
Ameliora Wealth Management Ltd.'s Q1 2025 Portfolio