Filing on Jul 21, 2025 Q2 2025

Ameriflex Group, Inc.

  • NVDA
  • VOO
  • AAPL
  • MSFT
  • IVV
  • PLTR
  • SPGP
Ameriflex Group, Inc.'s Q2 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • ITOT
  • VTEB
  • VWO
  • DFAU
Level Wealth Management LLC's Q3 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Triavera Capital LLC

  • AMZN
  • KKR
  • TSM
  • BKNG
  • RBLX
  • META
  • PM
Triavera Capital LLC's Q2 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • V
  • GOOGL
  • JPM
  • META
Brown Shipley& CO LTD's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Sheridan Capital Management, LLC

  • IWF
  • AGG
  • MGV
  • BOND
  • IEFA
  • IWV
  • TLH
Sheridan Capital Management, LLC's Q3 2025 Portfolio
Filing on Oct 24, 2025 Q3 2025

Olistico Wealth, LLC

  • VUG
  • AAPL
  • VTI
  • VGT
  • NVDA
  • VTV
  • CGDV
Olistico Wealth, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Chokshi & Queen Wealth Advisors, Inc

  • IVV
  • QQQ
  • AAPL
  • COST
  • NVDA
  • AMZN
  • VHT
Chokshi & Queen Wealth Advisors, Inc's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Generali Investments Towarzystwo Funduszy Inwestycyjnych

  • MSFT
  • NVDA
  • GOOGL
  • ADI
  • ADBE
  • AAPL
  • AMD
Generali Investments Towarzystwo Funduszy Inwestycyjnych's Q3 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025
Filing on Sep 02, 2025 Q2 2025

Gullane Capital, LLC

  • PLTR
Gullane Capital, LLC's Q2 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Mission Hills Financial Advisory, LLC

  • BIZD
  • PCN
  • MINT
  • PDI
  • QYLD
  • RQI
  • QQQ
Mission Hills Financial Advisory, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Motiv8 Investments LLC

  • SPY
  • POCT
  • PJUL
  • PJAN
  • PAPR
  • BND
  • FJUL
Motiv8 Investments LLC's Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Blue Investment Opportunities, LLC Project Breeze Series 1

Blue Investment Opportunities, LLC Project Breeze Series 1's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

En Cap Energy Capital Fund X, L.P.

  • DVN
En Cap Energy Capital Fund X, L.P.'s Q2 2025 Portfolio
Filing on Oct 08, 2025 Q3 2025

Ausbil Investment Management LTD

  • NEE
  • NSC
  • CSX
  • LNG
  • ES
  • ETR
  • WMB
Ausbil Investment Management LTD's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pjt Investments Corp.

  • ENB
  • RSP
  • IVV
  • PBA
  • VGK
Pjt Investments Corp.'s Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Mn Wealth Advisors, LLC

  • BBUS
  • JGRO
  • JAVA
  • JIRE
  • AGG
  • AVUS
  • AVEM
Mn Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Feb 07, 2025 Q4 2024

Quantitative Strategies, Inc.

  • IVW
  • IVE
  • LQD
  • TLH
  • IJR
  • XLK
  • IGIB
Quantitative Strategies, Inc.'s Q4 2024 Portfolio