Filing on Jun 02, 2025 Q1 2025

Integrity Wealth Advisors, Inc.

  • FPE
  • DINT
  • GNSS
  • RDVY
  • BRK-B
  • SPTI
  • GOOG
Integrity Wealth Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 30, 2025 Q1 2025

Modern Wealth Management, LLC

  • SPTM
  • SPY
  • IVW
  • JAAA
  • DIA
  • VTI
  • AAPL
Modern Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 30, 2025 Q4 2024

Sky View Investment Advisors, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • IEI
  • GSIE
  • IAU
Sky View Investment Advisors, LLC's Q4 2024 Portfolio
Filing on May 30, 2025 Q4 2024

Impact Asset Management Gmb H

  • MSFT
  • AVGO
  • MA
  • TSM
  • V
  • EQIX
  • LLY
Impact Asset Management Gmb H's Q4 2024 Portfolio
Filing on May 29, 2025 Q1 2025

Plum Street Advisors, LLC

  • SCHZ
  • SCHK
  • VTV
  • VB
  • SPY
  • GLDM
  • IAU
Plum Street Advisors, LLC's Q1 2025 Portfolio
Filing on May 29, 2025 Q1 2025

Dld Asset Management, LP

  • SPY
  • RIVN
  • AAPL
  • MARA
  • CBRL
  • GES
  • LEU
Dld Asset Management, LP's Q1 2025 Portfolio
Filing on May 29, 2025 Q1 2025

Wilshire Advisors LLC

  • IVV
  • STIP
  • IEFA
  • AGG
  • REET
  • EEMV
  • EFA
Wilshire Advisors LLC's Q1 2025 Portfolio
Filing on May 29, 2025 Q1 2025

Quaker Wealth Management, LLC

  • VTI
  • VCSH
  • IEF
  • TLT
  • VCIT
  • VYMI
  • VYM
Quaker Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 29, 2025 Q1 2025

Rhumbline Advisers

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
Rhumbline Advisers's Q1 2025 Portfolio
Filing on May 29, 2025 Q1 2025

Apeiron Ria LLC

  • SPLG
  • IUSB
  • DFIV
  • MUB
  • AVUV
  • VYM
  • EFV
Apeiron Ria LLC's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Anson Funds Management LP

  • MTCH
  • NNDM
  • EWC
  • TPX
  • FIVN
  • IAG
  • CCO
Anson Funds Management LP's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Jones Financial Companies Lllp

  • AGG
  • VUG
  • VTV
  • IVV
  • IEFA
  • IWR
  • VOO
Jones Financial Companies Lllp's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Birmingham Capital Management CO Inc/Al

  • DE
  • CAT
  • MCD
  • ALL
  • LLY
  • CVX
  • EMR
Birmingham Capital Management CO Inc/Al's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Silicon Valley Capital Partners

  • SPY
  • QQQ
  • VGT
  • AAPL
  • GOOGL
  • MSFT
  • NVDA
Silicon Valley Capital Partners's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Strs Ohio

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOG
  • MA
Strs Ohio's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Anderson Financial Strategies, LLC

  • WTV
  • IWY
  • IAGG
  • SKOR
  • CWB
  • USVM
  • NURE
Anderson Financial Strategies, LLC's Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

Wealth Management Associates, Inc.

  • AAPL
  • TLT
  • IVV
  • MSFT
  • DVY
  • VTI
  • T
Wealth Management Associates, Inc.'s Q1 2025 Portfolio
Filing on May 28, 2025 Q1 2025

En Cap Energy Capital Fund Viii, L.P.

  • KRP
  • PR
En Cap Energy Capital Fund Viii, L.P.'s Q1 2025 Portfolio