Filing on May 15, 2025 Q1 2025

Index Venture Growth Associates Iv LTD

Index Venture Growth Associates Iv LTD's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Financial Symmetry Inc

  • DFAC
  • DFAX
  • DFEM
  • DFCF
  • AVDE
  • VT
  • DFIC
Financial Symmetry Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Immersion Corp

  • FPH
  • MX
  • UEIC
  • MRAM
  • NNDM
  • MRVI
Immersion Corp's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Millington Financial Advisors, LLC

  • SPYG
  • SPYV
  • SPDW
  • XBAP
  • SPEM
  • SPY
  • SPMD
Millington Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Plotkin Financial Advisors, LLC

  • VTI
  • MOAT
  • RDVY
  • QQQ
  • VIG
  • SMH
  • CIBR
Plotkin Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Foundry Financial Group, Inc.

  • IVV
  • QUAL
  • AVIV
  • JHML
  • IEFA
  • AVLV
  • IUSV
Foundry Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Robert Bosch Gmb H

  • ADSE
Robert Bosch Gmb H's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Agp Franklin, LLC

  • PLTR
  • NVDA
  • AMZN
  • COST
  • QQQM
  • JPM
  • MSFT
Agp Franklin, LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Paul Damon & Associates, Inc.

  • QQQ
  • SCHD
  • SPY
  • IWY
  • AMZN
  • DGRW
  • BUFR
Paul Damon & Associates, Inc.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Viawealth, LLC

  • NVDA
  • NOBL
  • MSFT
  • VCIT
  • FTLS
  • GGG
  • RSP
Viawealth, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Wealth Collab, LLC

  • VTI
  • VXUS
  • AVUV
  • SSRM
  • IXUS
  • AVDV
  • BND
Wealth Collab, LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Olistico Wealth, LLC

  • VUG
  • VTI
  • AAPL
  • VGT
  • VTV
  • CGDV
  • AMZN
Olistico Wealth, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Solano Wealth Investment Advisors LLC

  • BUFR
  • QQQM
  • SDVY
  • SPTM
  • ITOT
  • RDVY
  • DGRW
Solano Wealth Investment Advisors LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Tenon Financial LLC

  • VOO
  • VXF
  • BND
  • VXUS
  • VEA
  • VTI
  • BSCQ
Tenon Financial LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Inlight Wealth Management, LLC

  • VEA
  • CEF
  • RSP
  • IJR
  • COWZ
  • VTV
  • IQLT
Inlight Wealth Management, LLC's Q1 2025 Portfolio
Filing on Oct 18, 2024 Q3 2024

Raymond James & Associates

  • VOO
  • AGG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • IEFA
Raymond James & Associates's Q3 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Mosley Wealth Management

  • IVV
  • JEPI
  • XLSR
  • IUSB
  • IVW
  • EFV
  • EFG
Mosley Wealth Management's Q4 2024 Portfolio
Filing on May 12, 2025 Q1 2025

Hrc Wealth Management, LLC

  • SCHG
  • SCHV
  • SCHX
  • SCHD
  • VOT
  • SLYG
  • AAPL
Hrc Wealth Management, LLC's Q1 2025 Portfolio