Filing on May 15, 2025 Q1 2025

Canada Post Corp Registered Pension Plan

  • AAPL
  • JPM
  • ABT
  • IWM
  • KO
  • CVX
  • CI
Canada Post Corp Registered Pension Plan's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Timonier Family Office, Ltd.

  • DFUV
  • DUHP
  • DFUS
  • DFAU
  • DFAS
  • DFIC
  • DFSV
Timonier Family Office, Ltd.'s Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • IJH
  • SPY
  • NVDA
  • IWV
Elyxium Wealth, LLC's Q1 2025 Portfolio
Filing on Jul 08, 2025 Q2 2025

Peirce Capital Management, LLC

  • DFAC
  • ITOT
  • AVDV
  • DFIV
  • DFEM
  • VGIT
  • IDEV
Peirce Capital Management, LLC's Q2 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • PG
  • DHR
  • PANW
Wills Financial Group LLC's Q1 2025 Portfolio
Filing on Apr 08, 2025 Q1 2025

Lind Value Ii Ap S

  • SNX
  • ARW
  • AVT
  • M
  • LESL
  • NVO
Lind Value Ii Ap S's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Corigliano Investment Advisers, LLC

  • CRC
  • FANG
  • CNX
  • MUR
  • EOG
  • EQT
  • SU
Corigliano Investment Advisers, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Slagle Financial, LLC

  • MSFT
  • AAPL
  • FDG
  • NVDA
  • PG
  • KO
  • ES
Slagle Financial, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Alpha Financial Advisors, LLC

  • TSPA
  • DFAU
  • DFIC
  • CGGR
  • FIXD
  • DFSV
  • DFCF
Alpha Financial Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Revisor Wealth Management LLC

  • SCHZ
  • AAPL
  • VIGI
  • VCIT
  • VCLT
  • MSFT
  • DVYE
Revisor Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Chaney Capital Management, Inc.

  • AGG
  • VTV
  • VUG
  • SPEM
  • QQQ
  • MSFT
  • IDHQ
Chaney Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025
Filing on May 02, 2025 Q1 2025

Transce3nd, LLC

  • BSV
  • ICSH
  • BIL
  • SGOV
  • BILL
  • FLTR
  • SPLG
Transce3nd, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Anb Bank

  • IJH
  • SPY
  • EFA
  • AAPL
  • MSFT
  • BRK-B
  • V
Anb Bank's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Sims Investment Management, LLC

  • SCHX
  • SCHA
  • SCHD
  • QYLD
  • XYLD
  • SCHO
  • QQQM
Sims Investment Management, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

New Wave Wealth Advisors LLC

  • WMT
  • SPY
  • FYC
  • XLK
  • XLF
  • TSN
  • INDA
New Wave Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Forza Wealth Management, LLC

  • IAU
  • DFAI
  • JPST
  • BSV
  • BIL
  • VCSH
  • VOE
Forza Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025