Filing on May 09, 2025 Q1 2025

Wells Financial Advisors Inc

  • VUG
  • MGK
  • USMV
  • GLD
  • VYM
  • VV
  • QUAL
Wells Financial Advisors Inc's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Vantage Consulting Group Inc

  • BW
  • ADCT
  • FGEN
Vantage Consulting Group Inc's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Wade Financial Advisory, Inc

  • VTI
  • VV
  • VEA
  • QUAL
  • VGIT
  • LRGF
  • ITOT
Wade Financial Advisory, Inc's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Ackerman Capital Advisors, LLC

  • VTEB
  • SPYG
  • VIGI
  • SCHG
  • SPYV
  • TFI
  • ACWV
Ackerman Capital Advisors, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Mwa Asset Management

  • AAPL
  • AVGO
  • META
  • NVDA
  • AMZN
  • COST
  • MSFT
Mwa Asset Management's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Bravias Capital Group, LLC

  • BBUS
  • GMOM
  • VGT
  • BRK-B
  • NTSX
  • VUG
  • VAMO
Bravias Capital Group, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Youngs Advisory Group, Inc.

  • IXUS
  • SPY
  • RSP
  • XLK
  • PFFD
  • VGK
  • MDY
Youngs Advisory Group, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Iq Eq Fund Management (Ireland) LTD

  • MSFT
  • TSM
  • JPM
  • GOOGL
  • AAPL
  • JNJ
  • MRK
Iq Eq Fund Management (Ireland) LTD's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Ipg Investment Advisors LLC

  • SPY
  • OI
  • GT
  • NVDA
  • CX
  • JACK
  • AAPL
Ipg Investment Advisors LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Boulay Financial Advisors, LLC

  • MOAT
  • FNDX
Boulay Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Weitz Investment Management, Inc.

  • BRK-B
  • V
  • DHR
  • MA
  • AON
  • IEX
  • CSGP
Weitz Investment Management, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • BND
  • NFRA
  • VXUS
  • MCD
Capstone Financial Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Evolutionary Tree Capital Management, LLC

  • AMZN
  • MSFT
  • NOW
  • META
  • PRCT
  • NFLX
  • CYBR
Evolutionary Tree Capital Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Halter Ferguson Financial Inc.

  • TSLA
  • QQQ
  • LMND
  • TSLA
  • NVDA
  • SQ
  • CADL
Halter Ferguson Financial Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Element Pointe Advisors, LLC

  • IVV
  • SHY
  • SPY
  • JEPI
  • XLV
  • VOO
  • QUAL
Element Pointe Advisors, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Haverford Financial Services, Inc.

  • AAPL
  • MSFT
  • MA
  • JPM
  • COST
  • RTX
  • HON
Haverford Financial Services, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Credit Capital Investments LLC

  • TSM
  • VZ
  • WBD
  • MU
  • CF
  • GOOGL
  • AMZN
Credit Capital Investments LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Probity Advisors, Inc.

  • IVE
  • IVW
  • IEFA
  • IJS
  • HYG
  • IJT
  • SPYV
Probity Advisors, Inc.'s Q1 2025 Portfolio