Filing on May 12, 2025 Q1 2025

Kerusso Capital Management LLC

  • AMP
  • AAPL
  • AXP
  • APO
  • SYF
  • URI
  • DVN
Kerusso Capital Management LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

American Century Companies Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • MA
American Century Companies Inc's Q1 2025 Portfolio
Filing on Jun 12, 2025 Q1 2025

Optima Capital LLC

  • DFAC
  • DBND
  • SPHQ
  • VTI
  • DBEF
  • USFR
  • WTV
Optima Capital LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Le Conte Wealth Management, LLC

  • RSP
  • DLY
  • DBL
  • DSL
  • IJH
  • SCHY
  • QQQE
Le Conte Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Cetera Trust Company, N.A

  • AAPL
  • MSFT
  • MCK
  • JPM
  • AMZN
  • WMT
  • V
Cetera Trust Company, N.A's Q1 2025 Portfolio
Filing on Oct 08, 2024 Q3 2024

Hyperion Partners, LLC

  • SDY
  • RWJ
  • QQQ
  • VXUS
  • VOT
  • JPIB
  • SPLV
Hyperion Partners, LLC's Q3 2024 Portfolio
Filing on Apr 29, 2025 Q1 2025

Financial Architects, LLC

  • SCHP
  • VTI
  • BND
  • BNDX
  • GSSC
  • DFSV
  • EUSA
Financial Architects, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Prepared Retirement Institute LLC

  • VIG
  • SCHD
  • SPYG
  • IHDG
  • BND
  • SPC
  • FALN
Prepared Retirement Institute LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Gridiron Partners, LLC

  • AGG
  • BND
  • SPY
  • VTI
  • NMZ
  • PML
  • NZF
Gridiron Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Eight 31 Financial LLC

  • AGG
  • HPK
  • VOO
  • IBTJ
  • IBTI
  • XOM
  • IBTH
Eight 31 Financial LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Simplex Trading, LLC

  • TLT
  • NVDA
  • GOOGL
  • INTC
  • TSM
  • AAPL
  • MU
Simplex Trading, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Future You Wealth LLC

  • IVV
  • DLN
  • SHV
  • VEA
  • VTI
  • SHY
  • VBR
Future You Wealth LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Promethium Advisors,Llc

  • AAPL
  • TPL
  • BILS
  • TROW
  • CME
  • GOOGL
  • JNJ
Promethium Advisors,Llc's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Barnes Wealth Management Group, Inc

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • AAPL
  • MINT
Barnes Wealth Management Group, Inc's Q1 2025 Portfolio
Filing on Feb 12, 2025 Q4 2024

Kiely Wealth Advisory Group, Inc.

  • USFR
  • RSP
  • VO
  • TFLO
  • SHYG
  • VOO
  • BSV
Kiely Wealth Advisory Group, Inc.'s Q4 2024 Portfolio
Filing on May 14, 2025 Q1 2025

Clarity Asset Management, Inc.

  • AVSU
  • ESGV
  • AVSD
  • ESGU
  • HEFA
  • NULG
  • TSME
Clarity Asset Management, Inc.'s Q1 2025 Portfolio
Filing on Jul 07, 2025 Q2 2025

Rf&L Wealth Management, LLC

  • DFAT
  • DFAC
  • DFUS
  • DFUV
  • BSV
  • DFAS
  • AAPL
Rf&L Wealth Management, LLC's Q2 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Secured Retirement Advisors, LLC

  • STRV
  • NVDA
  • MSFT
  • AAPL
  • BOND
  • AMZN
  • GLW
Secured Retirement Advisors, LLC's Q1 2025 Portfolio