Filing on Oct 21, 2024 Q3 2024

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • TLT
  • VOE
Lpf Advisors LLC's Q3 2024 Portfolio
Filing on Jul 22, 2024 Q2 2024

Coordinated Financial Services, Inc./Co

  • IVV
  • SPY
  • VTI
  • QQQ
  • SCHD
  • VB
  • EFA
Coordinated Financial Services, Inc./Co's Q2 2024 Portfolio
Filing on Oct 03, 2024 Q3 2024

Life Plan Financial, LLC

  • IAU
  • SPYG
  • XLP
  • XLB
  • SWAN
  • VGIT
  • XLE
Life Plan Financial, LLC's Q3 2024 Portfolio
Filing on Aug 12, 2024 Q2 2024

Bush Investment Group, LLC

  • VTI
  • IWY
  • SCHF
  • SCHM
  • SPLG
  • SPHY
  • IVW
Bush Investment Group, LLC's Q2 2024 Portfolio
Filing on Nov 05, 2024 Q3 2024

Canandaigua National Trust CO Of Florida

  • LLY
  • SPY
  • IUSV
  • FNDF
  • MDYV
  • MSFT
  • SPYG
Canandaigua National Trust CO Of Florida's Q3 2024 Portfolio
Filing on Oct 24, 2024 Q3 2024

Fischer Investment Strategies, LLC

  • DUHP
  • SPMO
  • QQQ
  • FVAL
  • XLU
  • IDMO
  • XLK
Fischer Investment Strategies, LLC's Q3 2024 Portfolio
Filing on Oct 31, 2024 Q3 2024

Ggm Financials LLC

  • XMHQ
  • PVAL
  • GBIL
  • TLH
  • JGRO
  • JAVA
  • QQQ
Ggm Financials LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Grizzlyrock Capital, LLC

  • GSM
  • DRVN
  • MGNI
  • CASH
  • PRGO
  • AMBP
  • GPRE
Grizzlyrock Capital, LLC's Q3 2024 Portfolio
Filing on Oct 25, 2024 Q3 2024

Fort Vancouver Investment Management, LLC

  • VOO
  • SCHF
  • AVEM
  • AVUV
  • VXF
  • VCSH
  • VTIP
Fort Vancouver Investment Management, LLC's Q3 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • SCHK
  • MCBS
  • TSLA
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SPY
Miramar Fiduciary Corp's Q3 2024 Portfolio
Filing on Oct 18, 2024 Q3 2024
Filing on Nov 14, 2024 Q3 2024

Twin City Private Wealth, LLC

  • JPM
  • META
  • CMCSA
  • WFC
  • MSFT
  • PM
  • XOM
Twin City Private Wealth, LLC's Q3 2024 Portfolio
Filing on Oct 21, 2024 Q3 2024

Lb Partners LLC

  • WOW
  • GOGO
  • TIGO
  • AXP
  • DFS
  • RELY
  • OPFI
Lb Partners LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Compass Rose Asset Management, LP

  • PARA
  • ACI
  • WBD
  • WBD
  • INTC
  • ACI
  • BHC
Compass Rose Asset Management, LP's Q3 2024 Portfolio
Filing on Oct 25, 2024 Q3 2024

Ariston Services Group

  • VIG
  • VYM
  • VWO
  • IAU
  • VNQ
  • VIGI
  • VYMI
Ariston Services Group's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

State Farm Mutual Automobile Insurance CO

  • LLY
  • CAT
  • AAPL
  • ITW
  • JNJ
  • MSFT
  • NUE
State Farm Mutual Automobile Insurance CO's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

Fox Financial, Inc

  • SPTM
  • QQQ
  • DLN
  • XLK
  • SMLF
  • IWR
  • OMFL
Fox Financial, Inc's Q3 2024 Portfolio