Filing on Oct 30, 2024 Q3 2024

Leslie Global Wealth, LLC

  • SPYG
  • SPLG
  • SPYV
  • SPTI
  • SPMD
  • SPDW
  • O
Leslie Global Wealth, LLC's Q3 2024 Portfolio
Filing on Oct 09, 2024 Q3 2024

Keeler & Nadler Financial Planning & Wealth Management

  • QUAL
  • SCHG
  • FNDF
  • VUG
  • SCHV
  • SPLG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q3 2024 Portfolio
Filing on Nov 15, 2024 Q3 2024

Raelipskie Partnership

  • SPY
  • VEA
  • QQQ
  • RSP
  • VWO
  • IWM
  • IBB
Raelipskie Partnership's Q3 2024 Portfolio
Filing on May 07, 2024 Q1 2024

Codex Capital, L.L.C.

  • NVDA
  • MSFT
  • META
  • LLY
  • AMZN
  • SPY
  • CRM
Codex Capital, L.L.C.'s Q1 2024 Portfolio
Filing on Nov 08, 2024 Q3 2024

Spider Management Company, LLC

  • SPY
  • RSP
  • GRNT
  • VLUE
  • SNOW
Spider Management Company, LLC's Q3 2024 Portfolio
Filing on Jul 31, 2024 Q2 2024

Jpl Wealth Management, LLC

  • AAPL
  • AVGO
  • MSFT
  • SCHO
  • GOOGL
  • COST
  • IJH
Jpl Wealth Management, LLC's Q2 2024 Portfolio
Filing on Oct 15, 2024 Q3 2024

Union Savings Bank

  • SPHQ
  • BRK-A
  • IJH
  • SPY
  • MSFT
  • VYM
  • AAPL
Union Savings Bank's Q3 2024 Portfolio
Filing on Oct 11, 2024 Q3 2024

Iams Wealth Management, LLC

  • QQQ
  • BIL
  • BILS
  • SPY
  • UPS
  • FIXD
  • FVD
Iams Wealth Management, LLC's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Grunden Financial Advisory, Inc.

  • DFAC
  • DFCF
  • DUHP
  • DFSD
  • DFUV
  • DFAX
  • DFSV
Grunden Financial Advisory, Inc.'s Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Rockingstone Advisors LLC

  • JPST
  • NVDA
  • SPY
  • XLK
  • AAPL
  • VTI
  • VEA
Rockingstone Advisors LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • JPM
  • V
  • PG
  • GOOGL
Brown Shipley& CO LTD's Q3 2024 Portfolio
Filing on Nov 08, 2023 Q3 2023

Sutton Wealth Advisors Inc.

  • SCHX
  • AAPL
  • VOO
  • LECO
  • IWB
  • ABBV
  • IWR
Sutton Wealth Advisors Inc.'s Q3 2023 Portfolio
Filing on Nov 14, 2024 Q3 2024

Swan Capital LLC

  • VCLT
  • VYMI
  • VNQ
  • VIG
  • VIGI
  • PFF
  • VPU
Swan Capital LLC's Q3 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • AAPL
  • VTV
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

First County Bank /Ct/

  • AAPL
  • MSFT
  • VTV
  • VUG
  • IJS
  • NVDA
  • XOM
First County Bank /Ct/'s Q3 2024 Portfolio
Filing on Nov 07, 2024 Q3 2024

Prairie Wealth Advisors, Inc.

  • LNN
  • NVDA
  • GLD
  • AMZN
  • IAU
  • LLY
  • AAPL
Prairie Wealth Advisors, Inc.'s Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Kkm Financial LLC

  • AAPL
  • META
  • SPY
  • MSFT
  • SOXX
  • NVDA
  • BRK-B
Kkm Financial LLC's Q3 2024 Portfolio
Filing on Oct 23, 2024 Q3 2024

Ergawealth Advisors, Inc.

  • CGGR
  • FTCS
  • JEPI
  • CGDV
  • RDVY
  • KNG
  • SDVY
Ergawealth Advisors, Inc.'s Q3 2024 Portfolio