Filing on May 12, 2025 Q1 2025

Delos Wealth Advisors, LLC

  • BILS
  • FXU
  • AAPL
  • GLD
  • MSFT
  • TDTT
  • AEM
Delos Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Xxec, Inc.

  • MA
  • MSFT
  • V
  • TER
  • INTU
  • GNTX
  • MCO
Xxec, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Navigoe, LLC

  • DFIV
  • DFUV
  • DFAT
  • DFAU
  • DFAS
  • DFSV
  • DFCF
Navigoe, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Omni Star Financial Group, Inc.

  • GLD
  • FBND
  • SPY
  • AAPL
  • SO
  • VXUS
  • WM
Omni Star Financial Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Sequent Asset Management, LLC

  • XLK
  • SLB
  • SPYG
  • IWP
  • SPY
  • VOO
  • IWO
Sequent Asset Management, LLC's Q1 2025 Portfolio
Filing on Oct 21, 2022 Q3 2022

Morgan Jess S & CO Inc

  • SPXU
  • QQQ
  • SQQQ
  • DBC
  • UNH
  • FTGC
  • AAPL
Morgan Jess S & CO Inc's Q3 2022 Portfolio
Filing on Apr 30, 2025 Q1 2025

Wespac Advisors, LLC

  • IVV
  • PULS
  • VOO
  • CLOI
  • AAPL
  • T
  • OKE
Wespac Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Sterling Manor Financial, LLC

  • SPBO
  • DGRO
  • RSP
  • SPYG
  • FTSM
  • IWP
  • VFVA
Sterling Manor Financial, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • DGRO
  • FSMO
  • IBTG
  • DFAC
  • IBTF
  • HDV
Kerntke Otto Mc Glone Wealth Management Group's Q1 2025 Portfolio
Filing on Nov 10, 2022 Q3 2022

Rutabaga Capital Management LLC

  • HIL
  • MPAA
  • TITN
  • PCTI
  • BBCP
  • TBBK
  • NTIC
Rutabaga Capital Management LLC's Q3 2022 Portfolio
Filing on Oct 18, 2024 Q3 2024

All Season Financial Advisors, Inc.

  • BRK-B
  • BNDX
  • INDA
  • VNQ
  • VEA
  • IVV
  • IVE
All Season Financial Advisors, Inc.'s Q3 2024 Portfolio
Filing on May 14, 2025 Q1 2025

Josh Arnold Investment Consultant, LLC

  • AAPL
  • AMZN
  • LYV
  • PWFL
  • PLTR
  • TOI
  • CLBT
Josh Arnold Investment Consultant, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Sea Town Holdings Pte. Ltd.

  • WMT
  • MMYT
  • AMZN
  • LLY
  • MA
  • SPGI
  • AAPL
Sea Town Holdings Pte. Ltd.'s Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Tabor Asset Management, LP

  • LZ
  • AZEK
  • MHK
  • URBN
  • BKNG
  • WSM
  • HD
Tabor Asset Management, LP's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • QUAL
  • IUSB
  • DGRO
  • VOO
Hoese & CO LLP's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • VEA
Chico Wealth Ria's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Fore Capital, LLC

  • SLV
  • IAU
  • KWEB
  • ACHC
  • CEF
  • PSLV
  • VICI
Fore Capital, LLC's Q1 2025 Portfolio
Filing on Nov 14, 2024 Q3 2024

American Planning Services, Inc.

  • QQQ
  • PTLC
  • COWZ
  • JEPI
  • AAPL
  • USFR
  • NVDA
American Planning Services, Inc.'s Q3 2024 Portfolio