Filing on Feb 14, 2025 Q4 2024

Lunate Holding Rsc LTD

  • RVMD
Lunate Holding Rsc LTD's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

Family Wealth Partners, LLC

  • LPLA
  • ITOT
  • VGIT
  • VBR
  • DUHP
  • AVUV
  • DFEM
Family Wealth Partners, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

May Barnhard Investments LLC

  • SCHX
  • SCHG
  • IJR
  • SCHV
  • IJS
  • QQQ
  • SCHM
May Barnhard Investments LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Free Gulliver LLC

  • JPM
  • IWL
  • LLY
  • VIGI
  • VIG
  • SPTM
  • SPY
Free Gulliver LLC's Q4 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Pioneer Wealth Management Group

  • DFAU
  • DFAI
  • SCHZ
  • DFAE
  • SCHH
  • VCIT
  • BSV
Pioneer Wealth Management Group's Q3 2024 Portfolio
Filing on Jan 21, 2025 Q4 2024
Filing on Feb 14, 2025 Q4 2024

Corigliano Investment Advisers, LLC

  • CTRA
  • COP
  • SLB
  • FTI
  • CRK
  • MUR
  • EQT
Corigliano Investment Advisers, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Roberts Foundation

  • KKR
  • PG
  • APP
Roberts Foundation's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Valence8 Us LP

  • QUAL
  • QQQ
  • IQLT
  • EFV
  • VTV
  • XLP
  • IGV
Valence8 Us LP's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Prairie Wealth Advisors, Inc.

  • LNN
  • NVDA
  • GLD
  • AMZN
  • IAU
  • AAPL
  • BXSL
Prairie Wealth Advisors, Inc.'s Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Xy Capital LTD

  • SONY
  • ZTO
  • BRK-B
  • BHP
  • MSFT
  • MNSO
  • TM
Xy Capital LTD's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Marks Wealth, LLC

  • VUG
  • FDN
  • XLK
  • JEPQ
  • QQQ
  • XLC
  • PG
Marks Wealth, LLC's Q4 2024 Portfolio
Filing on Jan 21, 2025 Q4 2024

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • AAPL
  • VTV
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Freedom Financial Partners LLC

  • VOO
  • AVUS
  • AAPL
  • AVDE
  • CGXU
  • VO
  • VUG
Freedom Financial Partners LLC's Q4 2024 Portfolio
Filing on Jan 24, 2025 Q4 2024

Grunden Financial Advisory, Inc.

  • DFAC
  • DFCF
  • DUHP
  • DFSD
  • DFUV
  • DFAX
  • DFSV
Grunden Financial Advisory, Inc.'s Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Uniting Wealth Partners, LLC

  • WMT
  • RYU
  • NVDA
  • PPA
  • MSFT
  • XSMO
  • NULG
Uniting Wealth Partners, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Postrock Partners LLC

  • AAPL
  • BRK-A
  • FAST
  • BKNG
  • IVV
  • GOOGL
  • V
Postrock Partners LLC's Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Foundation Wealth Management, Llc\Pa

  • DFAC
  • VTI
  • IVV
  • VCIT
  • VNQ
  • BSV
  • VCSH
Foundation Wealth Management, Llc\Pa's Q4 2024 Portfolio