Filing on Apr 24, 2025 Q1 2025

Gold Investment Management Ltd.

  • MSFT
  • TD
  • BNS
  • TSM
  • MFC
  • SU
  • RY
Gold Investment Management Ltd.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Kkm Financial LLC

  • META
  • AAPL
  • SPY
  • MSFT
  • IGM
  • IGV
  • BRK-B
Kkm Financial LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Bip Alliance, LLC

  • VOO
  • VTEB
  • VEA
  • BND
  • VXF
  • BNDX
  • VWO
Bip Alliance, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Annis Gardner Whiting Capital Advisors, LLC

  • VTI
  • VXUS
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
Annis Gardner Whiting Capital Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Siligmueller & Norvid Wealth Advisors LLC

  • VCSH
  • SCHB
  • BSCS
  • IYY
  • CGDV
  • DGRW
  • BSCR
Siligmueller & Norvid Wealth Advisors LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Loup Funds, LLC

  • NVDA
  • TSM
  • MU
  • MELI
  • META
  • NU
  • ACVA
Loup Funds, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Bwm Planning, LLC

  • VTI
  • DFAI
  • AVDE
  • AAPL
  • DFAE
  • DFAT
  • IVV
Bwm Planning, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Texas Bank & Trust CO

  • AAPL
  • MSFT
  • XOM
  • JPM
  • GOOGL
  • PG
  • MA
Texas Bank & Trust CO's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Absolute Gestao De Investimentos Ltda.

  • JNPR
  • FYBR
  • ALE
  • K
  • BABA
  • ESGR
  • HEES
Absolute Gestao De Investimentos Ltda.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Talos Asset Management LP

  • NVDA
  • CDNS
  • TXN
  • GLW
  • CIEN
  • ASML
  • STX
Talos Asset Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Olympus Peak Asset Management LP

Olympus Peak Asset Management LP's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Regents Gate Capital LLP

  • C
  • IFF
  • RPM
  • PKG
  • TT
  • LII
  • ITT
Regents Gate Capital LLP's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025
Filing on May 07, 2025 Q1 2025

Beacon Bridge Wealth Partners, LLC

  • SPY
  • QUAL
  • VUG
  • VTV
  • MUB
  • MBB
  • VOO
Beacon Bridge Wealth Partners, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Hassell Wealth Management, LLC

  • VTI
  • BNDX
  • VCIT
  • VEA
  • DFSV
  • VGIT
  • VCSH
Hassell Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Cowa, LLC

  • DFIV
  • AVUV
  • IBHF
  • AAPL
  • IBDR
  • IDV
  • SPYD
Cowa, LLC's Q1 2025 Portfolio
Filing on Sep 03, 2024 Q2 2024

Clear Rock Advisors, LLC

  • JMBS
  • VB
  • GOVT
  • USFR
  • CORP
  • SCHX
  • MUNI
Clear Rock Advisors, LLC's Q2 2024 Portfolio
Filing on May 13, 2025 Q1 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DFIC
  • DISV
Sensible Money, LLC's Q1 2025 Portfolio