Filing on Apr 10, 2025 Q1 2025

Sugar Maple Asset Management, LLC

  • TFLO
  • ABBV
  • GLD
  • ABT
  • IVV
  • STIP
  • SHY
Sugar Maple Asset Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Terra Nova Asset Management LLC

  • MSFT
  • XLC
  • SGOL
  • GOOGL
  • AMZN
  • AJG
  • AAPL
Terra Nova Asset Management LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • SPY
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
Coastwise Capital Group, LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Eagle Bay Advisors LLC

  • VEA
  • AAPL
  • VWO
  • TSLA
  • DVY
  • MSFT
  • IVV
Eagle Bay Advisors LLC's Q1 2025 Portfolio
Filing on Feb 13, 2023 Q4 2022

Resolute Financial, LLC

  • IVV
  • IJH
  • IGSB
  • USMV
  • BRK-B
  • USFR
  • STIP
Resolute Financial, LLC's Q4 2022 Portfolio
Filing on May 15, 2025 Q1 2025

Richwood Investment Advisors, LLC

  • IVV
  • IJH
  • IJR
  • LLY
  • NOW
  • V
  • EFA
Richwood Investment Advisors, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Accuvest Global Advisors

  • MSTR
  • AMZN
  • COST
  • AAPL
  • WMT
  • SPOT
  • META
Accuvest Global Advisors's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • ABBV
  • SCHW
Pine Haven Investment Counsel, Inc's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • AAPL
  • QQQ
  • XLK
  • VGT
  • SCHG
  • VTI
Fingerlakes Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Blodgett Wealth Advisors, LLC

  • IWF
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • LLY
Blodgett Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Edmp, Inc.

  • AVGO
  • MO
  • ABBV
  • AMGN
  • AFL
  • OHI
  • UGI
Edmp, Inc.'s Q1 2025 Portfolio
Filing on Apr 03, 2025 Q1 2025

Magnolia Capital Management LTD

  • SPY
  • QQQ
  • IJH
  • DIA
  • AAPL
  • BRK-B
  • IJR
Magnolia Capital Management LTD's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Bluegrass Capital Partners LP

  • MSFT
  • MLM
  • MA
  • AMZN
  • TDG
  • MCO
  • GE
Bluegrass Capital Partners LP's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Brooktree Capital Management

  • IBKR
  • PAR
  • RMNI
  • BRK-B
  • THRY
  • BFH
  • QCOM
Brooktree Capital Management's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • DFCF
  • IEI
  • BRK-B
  • IEF
  • IVV
Tru Independence Asset Management 2, LLC's Q1 2025 Portfolio
Filing on Feb 14, 2025 Q4 2024

Phase 2 Partners, LLC

  • ECPG
  • MCY
  • KMPR
  • WLFC
  • HCI
  • DESP
  • DFIN
Phase 2 Partners, LLC's Q4 2024 Portfolio
Filing on Nov 13, 2024 Q3 2024

Wfa Of San Diego, LLC

  • AAPL
  • VTI
  • LECO
  • BRK-B
  • SPLV
  • PRF
  • VONG
Wfa Of San Diego, LLC's Q3 2024 Portfolio
Filing on May 13, 2025 Q1 2025

Oder Investment Management, LLC

  • AAPL
  • SPY
  • AMZN
  • PLTR
  • BSJQ
  • BSJP
  • HOOD
Oder Investment Management, LLC's Q1 2025 Portfolio