Filing on Jan 24, 2025 Q4 2024

Panoramic Investment Advisors, LLC

  • SPLG
  • SCHV
  • QUAL
  • GOOG
  • SCHD
  • SCHG
  • MOAT
Panoramic Investment Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Hibernia Wealth Partners, LLC

  • BIL
  • SPY
  • DIVO
  • BUFR
  • XLSR
  • FISR
  • SPSM
Hibernia Wealth Partners, LLC's Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Waypoint Wealth Counsel

  • VOO
  • VYM
  • SPY
  • JAAA
  • IVV
  • AAPL
  • MSFT
Waypoint Wealth Counsel's Q4 2024 Portfolio
Filing on Jan 31, 2025 Q4 2024

Hudson Canyon Capital Management

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • META
  • AVGO
Hudson Canyon Capital Management's Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Cobblestone Asset Management LLC

  • IVV
  • SPYG
  • JQUA
  • DYNF
  • EFV
  • EFG
  • JEPI
Cobblestone Asset Management LLC's Q4 2024 Portfolio
Filing on Jan 15, 2025 Q4 2024

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • SPLG
  • AMZN
  • PVAL
  • CIBR
  • SPMO
Stone Crest Wealth Management, Inc.'s Q4 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

New Republic Capital, LLC

  • MS
  • AAPL
  • SPY
  • MSFT
  • JPM
  • NVDA
  • NSC
New Republic Capital, LLC's Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Ffg Retirement Advisors LLC

  • IUSB
  • SPLG
  • SCHZ
  • MBB
  • IVW
  • DGRW
  • VYM
Ffg Retirement Advisors LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Lloyd Harbor Capital Management, LLC

  • CCJ
  • SHEL
  • URG
  • NXE
  • CVE
  • HCC
  • SDRL
Lloyd Harbor Capital Management, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Tejara Capital LTD

  • ARQT
  • ROIV
  • BORR
  • NOV
  • MREO
  • OXY
  • RIG
Tejara Capital LTD's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Straightline Group LLC

  • XONE
  • CAPE
  • GSIE
  • AGZ
  • XLY
  • XLP
  • XLC
Straightline Group LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Pingora Partners LLC

  • CRGY
  • NFE
  • FIP
  • CTRA
  • T
  • BABA
  • META
Pingora Partners LLC's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Spahn Wealth & Retirement LLC

  • LQD
  • IWM
  • NVDA
  • AXON
  • TSLA
  • PLTR
  • GOOG
Spahn Wealth & Retirement LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Cary Street Partners Investment Advisory LLC

  • AAPL
  • MSFT
  • NVDA
  • SPYG
  • ET
  • SPYV
  • TRGP
Cary Street Partners Investment Advisory LLC's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Visionary Horizons, LLC

  • SCHG
  • SPYV
  • FNDF
  • AVEM
  • AVUV
  • VCLT
  • QQQ
Visionary Horizons, LLC's Q4 2024 Portfolio
Filing on Feb 03, 2025 Q4 2024

Able Wealth Management LLC

  • SHV
  • ACWI
  • IVV
  • EQWL
  • USMV
  • IUSV
  • JQUA
Able Wealth Management LLC's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Inlight Wealth Management, LLC

  • VEA
  • CEF
  • IJR
  • RSP
  • COWZ
  • VTV
  • IWS
Inlight Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024