Filing on May 15, 2025 Q1 2025

Spectrum Wealth Advisory Group, LLC

  • JQUA
  • RECS
  • QQQM
  • RDVY
  • QQQ
  • SPTI
  • UCON
Spectrum Wealth Advisory Group, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ashford Capital Management Inc

  • SNEX
  • LGND
  • CVCO
  • VTI
  • HQY
  • CPRT
  • CLBT
Ashford Capital Management Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Engle Capital Management, L.P.

  • SPY
  • GDDY
  • AER
  • KD
  • ACVA
  • ALL
  • KKR
Engle Capital Management, L.P.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Pinnacle Financial Group, LLC

  • PRF
  • DFIC
  • DTD
  • DFEM
  • DFAC
  • VYM
  • VYMI
Pinnacle Financial Group, LLC 's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ategra Capital Management, LLC

  • AX
  • FISI
  • TFC
  • FHN
  • VOO
  • HWBK
  • PKBK
Ategra Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Insight Wealth Partners, LLC

  • SPY
  • BSJQ
  • LQD
  • IAU
  • FBND
  • JPST
  • TIP
Insight Wealth Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • FLOT
Kmt Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Goodlander Investment Management, LLC

  • MTZ
  • AGX
  • AR
  • CHK
  • NRG
  • DAR
  • ETR
Goodlander Investment Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Certior Financial Group, LLC

  • SCHG
  • SCHD
  • IVV
  • TIP
  • BIL
  • FSK
  • AAPL
Certior Financial Group, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Connecticut Wealth Management, LLC

  • QUAL
  • SPYV
  • IEFA
  • IJH
  • SPYG
  • IJR
  • VEA
Connecticut Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Innovator Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • COST
Innovator Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025
Filing on May 15, 2025 Q1 2025

Junto Capital Management LP

  • IWM
  • RSP
  • KR
  • COF
  • LPLA
  • BAC
  • BURL
Junto Capital Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Sassicaia Capital Advisers LLC

  • AAPL
  • CVNA
  • NVDA
  • PLTR
  • META
  • SPY
  • TSM
Sassicaia Capital Advisers LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Symmetry Peak Management LLC

  • TSLA
  • SPY
  • QQQ
  • IWM
  • DASH
  • ROKU
  • SBUX
Symmetry Peak Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Benchmark Investment Advisors LLC

  • NVDA
  • META
  • MSFT
  • APP
  • AVGO
  • AMZN
  • GOOGL
Benchmark Investment Advisors LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ardmore Road Asset Management LP

  • META
  • SQ
  • SNOW
  • CSCO
  • BKNG
  • ROKU
  • JD
Ardmore Road Asset Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Public Investment Fund

  • UBER
  • LCID
  • EA
  • TTWO
  • CRM
  • SBUX
  • CMI
Public Investment Fund's Q1 2025 Portfolio