Filing on Jan 28, 2025 Q4 2024

Graphene Investments Sas

  • AAPL
  • GOOGL
  • MSFT
  • NVDA
  • BK
  • RJF
  • LLY
Graphene Investments Sas's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Four Tree Island Advisory LLC

  • MLI
  • JXN
  • EQH
  • WLFC
  • AER
  • AMAT
  • AB
Four Tree Island Advisory LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Marshall & Sterling Wealth Advisors Inc.

  • DGRW
  • MOAT
  • VUG
  • VCIT
  • RSP
  • VGT
  • VIG
Marshall & Sterling Wealth Advisors Inc.'s Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Wallace Advisory Group, LLC

  • MRK
  • CVX
  • AMZN
  • CI
  • AAPL
  • GLDM
  • MSFT
Wallace Advisory Group, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • AVGO
Harvest Investment Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Sumitomo Mitsui Trust Holdings, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Sumitomo Mitsui Trust Holdings, Inc.'s Q4 2024 Portfolio
Filing on Jan 07, 2025 Q4 2024

Peoples Bank/Ks

  • BRK-B
  • MSFT
  • AAPL
  • QQQ
  • PFF
  • GOOGL
  • XOM
Peoples Bank/Ks's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Whalen Wealth Management Inc.

  • SHV
  • FLOT
  • NVDA
  • AMZN
  • SLQD
  • JEPI
  • IBTJ
Whalen Wealth Management Inc.'s Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Taylor Financial Group, Inc.

  • VUG
  • NSC
  • FISV
  • AAPL
  • BRK-B
  • ORCL
  • HD
Taylor Financial Group, Inc.'s Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024
Filing on Feb 05, 2025 Q4 2024

Noble Wealth Management Pbc

  • IJR
  • FIGB
  • BUFR
  • PDI
  • TSLA
  • GSEW
  • FSCO
Noble Wealth Management Pbc's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Fin Dec Wealth Services, Inc.

  • CGCP
  • CGDV
  • DFAU
  • DFCF
  • DFSD
  • CGGO
  • CGUS
Fin Dec Wealth Services, Inc.'s Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Hippocratic Financial Advisors, LLC

  • DFAC
  • DFSD
  • VYM
  • DUHP
  • DFIC
  • DFCF
  • DFEM
Hippocratic Financial Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • VTI
  • IVAL
  • IMOM
Valley Financial Group, Inc.'s Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

4 D Advisors, LLC

  • AXON
  • GPI
  • WM
  • TNDM
  • DXCM
  • BBSI
  • BOOT
4 D Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 27, 2025 Q4 2024

Osprey Private Wealth LLC

  • NVDA
  • GOOG
  • META
  • V
  • JPM
  • TTEK
  • MSFT
Osprey Private Wealth LLC's Q4 2024 Portfolio
Filing on Jan 30, 2025 Q4 2024

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • VBR
  • AAPL
  • VBK
  • VIG
Mainsail Asset Management, LLC's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • IWF
  • NVDA
  • GOOG
Mainstream Capital Management LLC's Q4 2024 Portfolio