Filing on May 08, 2025 Q1 2025

Brentview Investment Management LLC

  • MSFT
  • CME
  • AAPL
  • CVX
  • TT
  • JPM
  • UNH
Brentview Investment Management LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Lodestone Wealth Management LLC

  • AAPL
  • JPST
  • MSFT
  • CGCP
  • CGSD
  • JPM
  • VTV
Lodestone Wealth Management LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Sunpointe, LLC

  • NVDA
  • TAXF
  • BRK-A
  • VTI
  • VOO
  • AAPL
  • ESGA
Sunpointe, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Greykasell Wealth Strategies, Inc.

  • IOO
  • GLD
  • AAPL
  • IVV
  • IHDG
  • FBND
  • AGG
Greykasell Wealth Strategies, Inc.'s Q1 2025 Portfolio
Filing on Feb 07, 2025 Q4 2024

Quantitative Strategies, Inc.

  • IVW
  • IVE
  • LQD
  • TLH
  • IJR
  • XLK
  • IGIB
Quantitative Strategies, Inc.'s Q4 2024 Portfolio
Filing on Apr 01, 2025 Q1 2025

Emprise Bank

  • VGIT
  • AVDV
  • VTIP
  • DFEM
  • SGOV
  • VTI
  • VEA
Emprise Bank's Q1 2025 Portfolio
Filing on Apr 02, 2025 Q1 2025

Stash Investments, LLC

  • VTI
  • IUSB
  • IEFA
  • TFLO
  • VWO
Stash Investments, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

5 T Wealth, LLC

  • IUSB
  • QUAL
  • BBUS
  • IVV
  • SPY
  • CGGR
  • IVE
5 T Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Hansen & Associates Financial Group, Inc.

  • SHV
  • FTSM
  • BSV
Hansen & Associates Financial Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Mid American Wealth Advisory Group, Inc.

  • HYS
  • TUA
  • IBHE
  • IBHF
  • NVBW
  • BIL
  • LTPZ
Mid American Wealth Advisory Group, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

One Wealth Capital Management, LLC

  • MSFT
  • IVV
  • IUSB
  • MUB
  • QUAL
  • IVW
  • DYNF
One Wealth Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Sk Wealth Management, LLC

  • DGRW
  • JEPI
  • SCHG
  • MOAT
  • LVHI
  • ESGG
  • RWJ
Sk Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025
Filing on May 02, 2025 Q1 2025

Burns Matteson Capital Management, LLC

  • GLW
  • SPHQ
  • COWZ
  • SCHD
  • IWY
  • IWP
  • XMHQ
Burns Matteson Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Fogel Capital Management, Inc.

  • MSFT
  • GOOGL
  • BRK-B
  • CB
  • BAC
  • EPD
  • ET
Fogel Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Visualize Group LP

  • WCN
  • BRO
  • RSG
  • CSGP
  • ADSK
  • FISV
  • ICE
Visualize Group LP's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Bastion Asset Management Inc.

  • APEI
  • FARO
  • RNG
  • ANGO
  • CGAU
  • FNB
  • RRX
Bastion Asset Management Inc.'s Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Km Capital Management Ltd.

  • DFUS
  • ITOT
  • IWL
  • DFIV
  • QQQ
  • OEF
  • IEV
Km Capital Management Ltd.'s Q1 2025 Portfolio