Filing on Aug 13, 2025 Q2 2025

Hsbc Holdings PLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Hsbc Holdings PLC's Q2 2025 Portfolio
Filing on Oct 17, 2025 Q3 2025

Ffg Retirement Advisors LLC

  • SCHZ
  • IUSB
  • SPLG
  • JHMB
  • VYM
  • XTEN
  • DTD
Ffg Retirement Advisors LLC's Q3 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Frederick Financial Consultants, LLC

  • FITE
  • AIRR
  • FV
  • RWR
  • BUFR
  • IWF
  • RDVY
Frederick Financial Consultants, LLC's Q2 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Sunbeam Capital Management, LLC

  • IVV
  • VOO
  • DSTL
  • AAPL
  • NVDA
  • PG
  • MSFT
Sunbeam Capital Management, LLC's Q3 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Griffith & Werner, Inc.

  • FDEC
  • KO
  • XOM
  • T
  • AMZN
  • AAPL
  • META
Griffith & Werner, Inc.'s Q1 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Manuka Financial, LLC

  • VTI
  • VXUS
  • NVDA
  • VUG
  • IXUS
  • BNDX
  • VEA
Manuka Financial, LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Ellerson Group Inc /Adv

  • NVDA
  • PLTR
  • AAPL
  • ORCL
  • GOOG
  • RTX
  • PANW
Ellerson Group Inc /Adv's Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • JEPQ
  • VNLA
  • QUAL
  • PLTR
  • JAAA
Blue Rock Wealth Management LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Fsa Investment Group, LLC

  • SCHX
  • RSP
  • SCHP
  • VTHR
  • BAR
  • AGG
  • VXUS
Fsa Investment Group, LLC's Q3 2025 Portfolio
Filing on Oct 07, 2025 Q2 2025

Element Squared LLC

  • NVDA
  • PJAN
  • APH
  • ORCL
  • MELI
  • META
  • MCK
Element Squared LLC's Q2 2025 Portfolio
Filing on Feb 03, 2025 Q4 2024

Passumpsic Savings Bank

  • SPLB
  • AXON
  • DECK
  • GE
  • TSM
  • AMZN
  • VCIT
Passumpsic Savings Bank's Q4 2024 Portfolio
Filing on Nov 10, 2025 Q3 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • VOO
  • NVDA
  • IVV
M3 Advisory Group, LLC's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Atala Financial Inc

  • VTI
  • GOOGL
  • RBLX
  • IBM
  • ORCL
  • MSFT
  • NVDA
Atala Financial Inc's Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Burk Holdings LLC

  • DFIC
  • DUHP
  • DFAS
  • DFUV
  • DFEM
  • AVUV
  • AVDE
Burk Holdings LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Sassicaia Capital Advisers LLC

  • AAPL
  • MSTR
  • HOOD
  • QQQ
  • NVDA
  • SPY
  • MSFT
Sassicaia Capital Advisers LLC's Q2 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024
Filing on Aug 11, 2025 Q2 2025

Cladis Investment Advisory, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GE
  • LLY
  • IBM
Cladis Investment Advisory, LLC's Q2 2025 Portfolio