Filing on Apr 25, 2025 Q1 2025

Mid Atlantic Capital Management, Inc.

  • SPY
  • IVV
  • VUG
  • VYM
  • IJR
  • IWF
  • VEA
Mid Atlantic Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Applied Capital Llc/Fl

  • MSFT
  • META
  • TRV
  • GOOG
  • CAT
  • PH
  • WSO
Applied Capital Llc/Fl's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Climber Capital Sa

  • VOO
  • GLD
  • SHV
  • SPSB
  • SDY
  • VGSH
  • VCSH
Climber Capital Sa's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Tpg Advisors LLC

  • SCHB
  • SCHF
  • VTI
  • MOAT
  • SCHZ
  • AGG
  • VEA
Tpg Advisors LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Sierra Ocean, LLC

  • MOAT
  • SPHQ
  • JCPB
  • XMHQ
  • SCHE
  • TLT
  • SPMO
Sierra Ocean, LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Littlejohn Financial Services, Inc.

  • RSP
  • IBHF
  • QQQ
  • TFLO
  • DIA
  • ITA
  • IBHI
Littlejohn Financial Services, Inc.'s Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • IVV
  • VOO
  • XLE
M3 Advisory Group, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Kampmann Melissa S.

  • LLY
  • AAPL
  • MSFT
  • WMT
  • UBER
  • JPM
  • SYK
Kampmann Melissa S.'s Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Hidden Cove Wealth Management, LLC

  • SCHD
  • VNLA
  • IWY
  • JAAA
  • AAPL
  • IOO
  • SCHZ
Hidden Cove Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • TIP
  • IWD
Brightwater Advisory LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Vestia Personal Wealth Advisors

  • DFIC
  • DFIV
  • DFAC
  • DFAT
  • DFUV
  • DFNM
  • DFAS
Vestia Personal Wealth Advisors's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Bruce G. Allen Investments, LLC

  • EFV
  • VTV
  • FNDF
  • FNDX
  • SCHD
  • VOE
  • PHYS
Bruce G. Allen Investments, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Mirabaud Asset Management (France) Sas

Mirabaud Asset Management (France) Sas's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • IWF
  • IWD
  • GOOG
Mainstream Capital Management LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Elefante Mark B

  • AAPL
  • MA
  • FISV
  • ADP
  • NVDA
  • GOOGL
  • ABT
Elefante Mark B's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Challenger Wealth Management

  • CGDV
  • CGGR
  • CGUS
  • ARCC
  • AAPL
  • TSLA
  • MSFT
Challenger Wealth Management's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

U S Wealth Group, Llc.

  • TLT
  • IEF
  • AGG
  • AAPL
  • NVDA
  • SCHX
  • MSFT
U S Wealth Group, Llc.'s Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Hmv Wealth Advisors, LLC

  • DFAT
  • AVUV
  • VTI
  • DFAC
  • DFIV
  • AVDV
  • DFEM
Hmv Wealth Advisors, LLC's Q1 2025 Portfolio