Filing on Apr 16, 2025 Q1 2025

Steele Capital Management, Inc.

  • IVV
  • FNDX
  • SCHF
  • VOO
  • VEA
  • QQQ
  • VCSH
Steele Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Ostrum Asset Management

  • MSFT
  • AMZN
  • NVDA
  • ICE
  • GOOGL
  • BRK-B
  • AVGO
Ostrum Asset Management's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Trajan Wealth LLC

  • VOO
  • AGG
  • MSFT
  • GOOGL
  • MA
  • META
  • BND
Trajan Wealth LLC's Q1 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Generate Investment Management LTD

  • NVDA
  • MSFT
  • AMZN
  • META
  • TSM
  • GOOGL
  • LLY
Generate Investment Management LTD's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Gwn Securities Inc.

  • SPY
  • IVV
  • QQQ
  • NVDA
  • AAPL
  • VHT
  • AMZN
Gwn Securities Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Siren, L.L.C.

  • SRRK
  • BGNE
  • KYMR
  • BPMC
  • CRNX
  • APLS
  • ASND
Siren, L.L.C.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025
Filing on Jul 08, 2025 Q2 2025

Quintet Private Bank (Europe) S.A.

  • MSFT
  • NVDA
  • GOOGL
  • JPM
  • V
  • DIS
  • PG
Quintet Private Bank (Europe) S.A.'s Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Pfg Investments, LLC

  • AAPL
  • NVDA
  • MSFT
  • TSLA
  • META
  • AMZN
  • PDI
Pfg Investments, LLC's Q2 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Midland Wealth Advisors LLC

  • IVV
  • MBB
  • JAAA
  • IEFA
  • VGIT
  • JQUA
  • IVW
Midland Wealth Advisors LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Baring Fintech Manager Holding LTD

  • KKS.F
Baring Fintech Manager Holding LTD's Q1 2025 Portfolio
Filing on Feb 04, 2025 Q4 2024

Pine Valley Investments LTD Liability CO

  • SPY
  • SPY
  • AAPL
  • FIXD
  • MSFT
  • NVDA
  • AGO
Pine Valley Investments LTD Liability CO's Q4 2024 Portfolio
Filing on Jul 17, 2025 Q2 2025

Elser Financial Planning, Inc

  • MBIN
  • DFCF
  • DFAU
  • DFUS
  • DFIC
  • DFUV
  • DFAS
Elser Financial Planning, Inc's Q2 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Meeder Advisory Services, Inc.

  • JMUB
  • IEFA
  • AAPL
  • IEMG
  • NVDA
  • MSFT
  • VEA
Meeder Advisory Services, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Parvus Asset Management Europe LTD

Parvus Asset Management Europe LTD's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Mason Investment Advisory Services, Inc.

  • VLUE
  • AVUV
  • VSS
  • AVDV
  • AVSC
  • MINT
  • VBR
Mason Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Financiere Des Professionnels Fonds D,Investissement Inc.

  • IEMG
  • SPY
  • IEFA
  • MSFT
  • IVW
  • TSM
  • QQQ
Financiere Des Professionnels Fonds D,Investissement Inc.'s Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Opti Capital Management, LP

  • ITGR
  • GOSS
Opti Capital Management, LP's Q1 2025 Portfolio