Filing on Nov 13, 2024 Q3 2024

Elevate Wealth Advisory, Inc

  • ITOT
  • VGIT
  • BSV
  • DFIV
  • STIP
  • AVUV
  • AVDV
Elevate Wealth Advisory, Inc's Q3 2024 Portfolio
Filing on Oct 28, 2024 Q3 2024

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSV
  • DFSD
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Shengqi Capital (Hong Kong) LTD

  • TSLA
  • PDD
  • PDD
Shengqi Capital (Hong Kong) LTD's Q3 2024 Portfolio
Filing on Nov 13, 2024 Q3 2024

Rareview Capital LLC

  • VOO
  • VEA
  • TBIL
  • QQQ
  • NVG
  • NZF
  • NAD
Rareview Capital LLC's Q3 2024 Portfolio
Filing on Nov 07, 2024 Q3 2024

Cap Partners, LLC

  • SCHX
  • VO
  • QQQE
  • AVSC
  • NVDA
  • TSLA
  • AAPL
Cap Partners, LLC's Q3 2024 Portfolio
Filing on Nov 02, 2023 Q3 2023

Wealth Spring Partners, LLC

  • AGG
  • DFAC
  • IYK
  • IVV
  • PHO
  • BNDX
  • AAPL
Wealth Spring Partners, LLC's Q3 2023 Portfolio
Filing on Nov 12, 2024 Q3 2024

Kingdom Financial Group Llc.

  • MUB
  • IWX
  • VMBS
  • USIG
  • VOO
  • IWY
  • VGIT
Kingdom Financial Group Llc.'s Q3 2024 Portfolio
Filing on Nov 08, 2024 Q3 2024

Primecap Management CO

  • LLY
  • AMGN
  • MSFT
  • KLAC
  • MU
  • FDX
  • AZN
Primecap Management CO's Q3 2024 Portfolio
Filing on Oct 02, 2024 Q3 2024

Silvia Mccoll Wealth Management, LLC

  • SCHD
  • AAPL
  • VBR
  • CVX
  • IJH
  • CGGO
  • MSFT
Silvia Mccoll Wealth Management, LLC's Q3 2024 Portfolio
Filing on Oct 18, 2024 Q3 2024

Madison Park Capital Advisors, LLC

  • VXUS
  • VUG
  • MDY
  • MSFT
  • AAPL
  • IJR
  • AMLP
Madison Park Capital Advisors, LLC's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Wallace Hart LLC

  • SPY
  • QQQ
  • TPL
  • AMZN
  • COST
  • ISRG
  • TMUS
Wallace Hart LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Geo Sphere Capital Management, LLC

  • IWM
  • KGC
  • CEIX
  • CCJ
  • SBLK
  • COP
  • VALE
Geo Sphere Capital Management, LLC's Q3 2024 Portfolio
Filing on Oct 18, 2024 Q3 2024

Seamount Financial Group Inc

  • AAPL
  • AMZN
  • VTI
  • JQUA
  • CGDV
  • BRK-B
  • VIG
Seamount Financial Group Inc's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Stadium Capital Management LLC

  • BLDR
  • SNBR
  • BC
  • TNET
  • GDDY
  • SONO
  • NAVI
Stadium Capital Management LLC's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Hoge Financial Services, LLC

  • IWB
  • VT
  • BIV
  • VTV
  • EFA
  • VB
  • FLOT
Hoge Financial Services, LLC's Q3 2024 Portfolio
Filing on Jan 26, 2023 Q4 2022

True Signal LP

  • MCD
  • SHW
  • CVS
  • ULTA
  • ETSY
  • UPS
  • BURL
True Signal LP's Q4 2022 Portfolio
Filing on Nov 07, 2024 Q3 2024
Filing on Nov 01, 2024 Q3 2024

Able Wealth Management LLC

  • SHV
  • ACWI
  • IVV
  • USMV
  • IUSV
  • EQWL
  • IUSG
Able Wealth Management LLC's Q3 2024 Portfolio