Filing on Oct 18, 2024 Q3 2024

Rps Advisory Solutions LLC

  • AAPL
  • BIL
  • NVDA
  • IYW
  • QQQ
  • SPY
  • IDU
Rps Advisory Solutions LLC's Q3 2024 Portfolio
Filing on Oct 21, 2024 Q3 2024

Berry Wealth Group, LP

  • AAPL
  • AVGO
  • MSFT
  • MSI
  • ETN
  • JPM
  • WMT
Berry Wealth Group, LP's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Darden Wealth Group Inc

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • FLOT
  • ETN
Darden Wealth Group Inc's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Clarity Capital Advisors, LLC

  • VTI
  • DFAU
  • AVUS
  • VTIP
  • AVDE
  • VEA
  • BSV
Clarity Capital Advisors, LLC's Q3 2024 Portfolio
Filing on Nov 07, 2024 Q3 2024

Westfuller Advisors, LLC

  • SGOV
  • AGG
  • IVV
  • VOO
  • NUBD
  • IEFA
  • AAPL
Westfuller Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 31, 2024 Q3 2024

Blake Schutter Theil Wealth Advisors, LLC

  • SCHK
  • AAPL
  • SCHR
  • IJH
  • MSFT
  • AMZN
  • BRK-B
Blake Schutter Theil Wealth Advisors, LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Marquette Associates, Inc.

  • IVV
  • AGG
  • EFA
  • IEFA
  • SPY
  • VSGX
  • IWM
Marquette Associates, Inc.'s Q3 2024 Portfolio
Filing on Nov 07, 2024 Q3 2024

Mb Generational Wealth, LLC

  • AVUV
  • DUHP
  • QUAL
  • OEF
  • DISV
  • AVLV
  • DIHP
Mb Generational Wealth, LLC's Q3 2024 Portfolio
Filing on Nov 04, 2024 Q3 2024

Lynx Investment Advisory

  • SPHQ
  • IJH
  • AAPL
  • NOBL
  • DFAI
  • FGD
  • IGRO
Lynx Investment Advisory's Q3 2024 Portfolio
Filing on Oct 23, 2024 Q3 2024

Bay Bridge Capital Group, LLC

  • AGG
  • SPDW
  • SHY
  • IJH
  • VTI
  • IWM
  • SJNK
Bay Bridge Capital Group, LLC's Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Secured Retirement Advisors, LLC

  • UNH
  • STRV
  • JPST
  • BUFR
  • MSFT
  • CAT
  • SDVY
Secured Retirement Advisors, LLC's Q3 2024 Portfolio
Filing on Apr 23, 2024 Q1 2024

Klr Investment Advisors, LLC

  • OMFL
  • FTGC
  • AGGY
  • MSFT
  • NVDA
  • EMBD
  • AAPL
Klr Investment Advisors, LLC's Q1 2024 Portfolio
Filing on Oct 03, 2024 Q3 2024

Dominguez Wealth Management Solutions, Inc.

  • AAPL
  • VUG
  • FIXD
  • SGOV
  • SPLV
  • BALT
  • JNJ
Dominguez Wealth Management Solutions, Inc.'s Q3 2024 Portfolio
Filing on Oct 15, 2024 Q3 2024

Fma Wealth Management, LLC

  • JCPB
  • VEA
  • IWF
  • IWD
  • JPIE
  • DBMF
  • JHMM
Fma Wealth Management, LLC's Q3 2024 Portfolio
Filing on Oct 18, 2024 Q3 2024

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Charles Schwab Trust Bank

  • SCHD
Charles Schwab Trust Bank's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • SPLG
  • PVAL
  • MSFT
  • AMZN
  • CIBR
Stone Crest Wealth Management, Inc.'s Q3 2024 Portfolio
Filing on Oct 10, 2024 Q3 2024

Priebe Wealth Holdings LLC

  • SPLG
  • ARKW
  • SPYG
  • ADX
  • BRK-B
  • VTI
  • SPYV
Priebe Wealth Holdings LLC's Q3 2024 Portfolio