Filing on Nov 07, 2025 Q3 2025

Northern Financial Advisors Inc

  • SPY
  • VTV
  • VUG
  • AAPL
  • NFLX
  • AVGO
  • VEA
Northern Financial Advisors Inc's Q3 2025 Portfolio
Filing on Oct 17, 2025 Q3 2025

Global Wealth Management, LLC

  • JMST
  • SCHB
  • VUSB
  • IVV
  • SCHD
  • VIG
  • IJR
Global Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Foundry Financial Group, Inc.

  • IVV
  • AVIV
  • IEFA
  • IUSG
  • JGRO
  • DYNF
  • AVLV
Foundry Financial Group, Inc.'s Q3 2025 Portfolio
Filing on Jul 16, 2025 Q2 2025

Blue Oak Capital, LLC

  • JCPB
  • AGG
  • DFSB
  • BBUS
  • TLH
  • DUHP
  • QQQ
Blue Oak Capital, LLC's Q2 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Novak & Powell Financial Services, Inc.

  • VUG
  • QQQ
  • AAPL
  • VV
  • MSFT
  • SPY
  • VTV
Novak & Powell Financial Services, Inc.'s Q3 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 Nov 13, 2025 Q3 2025

Xy Capital LTD

  • BABA
  • SPY
  • BEKE
  • SPY
  • YUMC
  • FXI
  • LNW
Xy Capital LTD's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Kore Advisors LP

  • GEO
  • CRGY
  • AR
  • CRC
  • TH
  • BWXT
  • CHRD
Kore Advisors LP's Q3 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 Nov 13, 2025 Q3 2025

Marshall Investment Management, LLC

  • GLD
  • FGRO
  • MSFT
  • CGGR
  • MFUS
  • BRK-B
  • SPY
Marshall Investment Management, 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 26, 2025 Q3 2025

Lantern Wealth Advisors, LLC

  • AAPL
  • AMZN
  • AVUS
  • RSP
  • SCHW
  • BX
  • AVUV
Lantern Wealth Advisors, LLC'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 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 Nov 14, 2025 Q3 2025

Tudor Financial Inc.

  • VOO
  • IWB
  • DIA
  • HYG
  • SCHD
  • SCHF
  • CTAS
Tudor Financial Inc.'s Q3 2025 Portfolio