Filing on Apr 10, 2025 Q1 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • BIL
  • BUFR
  • MSFT
  • UPS
  • AAPL
Iams Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Anchor Capital Management Group Inc

  • QQQ
  • SPY
  • EFA
  • QYLD
  • PDI
  • JEPI
  • JEPQ
Anchor Capital Management Group Inc's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Verisail Partners, LLC

  • DFAC
  • DFIC
  • DFCF
  • DFSD
  • DFEM
  • DFNM
  • MAR
Verisail Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Kent Lake Pr LLC

  • NCR
  • QTRX
  • CNXC
  • EHAB
  • XPOF
  • NPCE
  • PNTG
Kent Lake Pr LLC's Q1 2025 Portfolio
Filing on May 23, 2025 Q1 2025

Swan Capital LLC

  • VCLT
  • VYMI
  • VNQ
  • VIG
  • PFF
  • VTIP
  • VIGI
Swan Capital LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Pines Wealth Management, LLC

  • IVV
  • MSFT
  • MUB
  • GLTR
  • AAPL
  • AMZN
  • NVDA
Pines Wealth Management, LLC's Q1 2025 Portfolio
Filing on Jul 07, 2025 Q2 2025

Gallacher Capital Management LLC

  • PEP
  • YUM
  • IVW
  • BRK-B
  • JQUA
  • MTUM
  • JPST
Gallacher Capital Management LLC's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

1 North Wealth Services LLC

  • VCIT
  • JEPI
  • JAAA
  • TOTL
  • PULS
  • EMB
  • GLD
1 North Wealth Services LLC's Q1 2025 Portfolio
Filing on May 20, 2025 Q1 2025

Mendon Capital Advisors Corp

  • EQBK
  • USCB
  • FRST
  • VBNK
  • FHN
  • FBMS
  • BUSE
Mendon Capital Advisors Corp's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Trueblood Wealth Management, LLC

  • JPM
  • AAPL
  • MSFT
  • AJG
  • RSP
  • SDVY
  • RDVI
Trueblood Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Kennedy Investment Group

  • FTHY
  • AAPL
  • AMZN
  • USMV
  • AVGO
  • NVDA
  • JEPI
Kennedy Investment Group's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Mb, Levis & Associates, LLC

  • VV
  • DHS
  • VEU
  • VTEB
  • DGRW
  • IBDW
  • IBDV
Mb, Levis & Associates, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Strait & Sound Wealth Management LLC

  • AAPL
  • MSFT
  • TBIL
  • SGOV
  • AMZN
  • NVDA
  • XHLF
Strait & Sound Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 10, 2025 Q1 2025

Freedom Financial Partners LLC

  • AVUS
  • VOO
  • AVDE
  • CGXU
  • AAPL
  • VO
  • RLY
Freedom Financial Partners LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Sherbrooke Park Advisers LLC

  • PNC
  • MRK
  • NOV
  • MDLZ
  • EIX
  • MAS
  • CWENA
Sherbrooke Park Advisers LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Sivia Capital Partners, LLC

  • VOO
  • AAPL
  • VT
  • NVDA
  • MSFT
  • AMZN
  • BRK-B
Sivia Capital Partners, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Evergreen Private Wealth LLC

  • CHKP
  • BRK-B
  • NFLX
  • QEFA
  • TLH
  • JPM
  • MSFT
Evergreen Private Wealth LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Ov Management LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • V
Ov Management LLC's Q1 2025 Portfolio