Filing on Aug 07, 2025 Q2 2025

Mawer Investment Management Ltd.

  • MSFT
  • MMC
  • AON
  • GOOG
  • BKNG
  • AMZN
  • V
Mawer Investment Management Ltd.'s Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

New England Private Wealth Advisors LLC

  • VIG
  • VTI
  • JAAA
  • FVD
  • SPLV
  • RPG
  • VXF
New England Private Wealth Advisors LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Cvfg LLC

  • SPY
  • DIA
  • AAPL
  • VTI
  • CWI
  • SPMD
  • QQQM
Cvfg LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Montag A & Associates Inc

  • IVV
  • SPY
  • MSFT
  • AAPL
  • MDY
  • AMZN
  • GOOG
Montag A & Associates Inc's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Legacy Advisors, LLC

  • VERX
  • MTZ
  • FULT
  • DFAC
  • IWR
  • IJR
  • BSY
Legacy Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Ellerson Group Inc /Adv

  • NVDA
  • PLTR
  • AAPL
  • ORCL
  • DXCM
  • RTX
  • GOOG
Ellerson Group Inc /Adv's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Nwam LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • AVGO
  • BRK-B
  • QQQ
Nwam LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Central Trust CO

  • CEF
  • AAPL
  • SCHP
  • AVGO
  • MSFT
  • PHYS
  • VUG
Central Trust CO's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Weil Company, Inc.

  • VOO
  • VT
  • AAPL
  • PSA
  • INTF
  • DYNF
  • PVAL
Weil Company, Inc.'s Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Factory Mutual Insurance CO

  • IXUS
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
Factory Mutual Insurance CO's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Keynote Financial Services LLC

  • AAPL
  • ABBV
  • MSFT
  • BRK-B
  • RTX
  • ABT
  • T
Keynote Financial Services LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Midland Wealth Advisors LLC

  • IVV
  • JAAA
  • MBB
  • IEFA
  • VGIT
  • IVW
  • JQUA
Midland Wealth Advisors LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Birchcreek Wealth Management, LLC

  • SHY
  • IUSG
  • IUSV
  • BILS
  • IEFA
  • RSP
  • VUG
Birchcreek Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

49 Wealth Management, LLC

  • SPLG
  • DIVZ
  • IEFA
  • VTV
  • IEMG
  • QUAL
  • JAAA
49 Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Blackston Financial Advisory Group, LLC

  • VOO
  • MGK
  • VTI
  • VV
  • VDC
  • VIG
  • MGC
Blackston Financial Advisory Group, LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Peninsula Asset Management Inc

  • IJH
  • IJR
  • AAPL
  • CTAS
  • MSFT
  • SPGI
  • SYK
Peninsula Asset Management Inc's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Wealth Forward, LLC

  • RSP
  • VEA
  • OEF
  • FNDA
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025