Filing on Aug 14, 2025 Q2 2025

Orion Investment CO

  • MSFT
  • QCOM
  • PLTR
  • REGN
  • BPMC
  • IONQ
  • PH
Orion Investment CO's Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025
Filing on Oct 21, 2025 Q3 2025

Wealth Management Associates, Inc.

  • AAPL
  • IVV
  • TLT
  • MSFT
  • NVDA
  • VTI
  • PLTR
Wealth Management Associates, Inc.'s Q3 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Sweeney & Michel, LLC

  • ITOT
  • DGRO
  • HDV
  • AAPL
  • SHYG
  • GOOG
  • BRK-B
Sweeney & Michel, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Silphium Asset Management LTD

  • VOO
  • VXUS
  • LQD
  • IAGG
  • GOVT
  • NVDA
  • MSFT
Silphium Asset Management LTD's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Global Financial Private Client, LLC

  • SPY
  • AAPL
  • VOO
  • MSFT
  • SCHD
  • VIG
  • NVDA
Global Financial Private Client, LLC's Q3 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Thomas J. Herzfeld Advisors, Inc.

  • NRGX
  • FSCO
  • CUBA
  • HFRO
  • JFR
  • RA
  • SJB
Thomas J. Herzfeld Advisors, Inc.'s Q2 2025 Portfolio
Filing on Oct 15, 2024 Q3 2024

Bbjs Financial Advisors, LLC

  • RSP
  • VGK
  • VBR
  • IVW
  • VBK
  • IEMG
  • VPL
Bbjs Financial Advisors, LLC's Q3 2024 Portfolio
Filing on Aug 14, 2025 Q2 2025

Raymond James Financial Inc

  • VOO
  • MSFT
  • AGG
  • AAPL
  • NVDA
  • AVGO
  • AMZN
Raymond James Financial Inc's Q2 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Clarity Capital Partners LLC

  • PLTR
  • TSLA
  • NVDA
  • MSTR
  • AMZN
  • MSFT
  • COIN
Clarity Capital Partners LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Idaho Trust Bank

  • EFA
  • GBCI
  • JNK
  • VV
  • IWM
  • VWO
  • EMB
Idaho Trust Bank's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Ameliora Wealth Management Ltd.

  • IGEB
  • FLRN
  • IGIB
  • AGG
  • SGOL
  • IVV
  • TMUS
Ameliora Wealth Management Ltd.'s Q2 2025 Portfolio
Filing on Aug 01, 2025 Q2 2025

Yukon Wealth Management, Inc.

  • IVV
  • NVDA
  • DVY
  • AAPL
  • SCHD
  • VIG
  • MSFT
Yukon Wealth Management, Inc.'s Q2 2025 Portfolio
Filing on Jul 28, 2025 Q2 2025

Dorval Corp

  • SPTM
  • LGLV
  • ACWV
  • TIP
  • USFR
  • VT
  • VO
Dorval Corp's Q2 2025 Portfolio
Filing on Nov 14, 2024 Q3 2024

Brophy Wealth Management, LLC

  • MGK
  • MGV
  • AAPL
  • MSFT
  • GOVT
  • VOE
  • VBR
Brophy Wealth Management, LLC's Q3 2024 Portfolio
Filing on Oct 15, 2025 Q3 2025

Sharper & Granite LLC

  • USFR
  • VTI
  • XLI
  • XLP
  • VOE
  • VTV
  • VCSH
Sharper & Granite LLC's Q3 2025 Portfolio
Filing on Jul 16, 2025 Q2 2025

Luminvest Wealth Management LLC

  • VTI
  • VXUS
  • VEU
  • VTEB
  • BNDX
  • BND
  • VCIT
Luminvest Wealth Management LLC's Q2 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Letson Investment Management, Inc.

  • ABBV
  • V
  • JNJ
  • ABT
  • ACN
  • AXP
  • L
Letson Investment Management, Inc.'s Q3 2025 Portfolio