Filing on May 12, 2025 Q1 2025

Jpmorgan Chase & CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • SPY
  • MA
Jpmorgan Chase & CO's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Empirical Asset Management, LLC

  • AAPL
  • SPY
  • SGOL
  • NVDA
  • MSFT
  • IYW
  • HD
Empirical Asset Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Commons Capital, LLC

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • PANW
  • AVGO
Commons Capital, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Veritas Investment Partners (Uk) Ltd.

  • MA
  • MMC
  • TMO
  • UNH
  • TSCO
  • MSFT
  • BR
Veritas Investment Partners (Uk) Ltd.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Avant Capital LLC

  • SCHD
  • DGRW
  • USMV
  • VTV
  • SCHV
  • QUAL
  • FNDX
Avant Capital LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Arcadia Wealth Management, Inc.

  • DFAC
  • AVUS
  • DFAI
  • AVUV
  • DFSD
  • DFCF
  • DFAR
Arcadia Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Connor, Clark & Lunn Investment Management Ltd.

  • RY
  • AEM
  • SHOP
  • TD
  • CM
  • ENB
  • WCN
Connor, Clark & Lunn Investment Management Ltd.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DFAI
  • DFNM
  • VIOV
  • VHT
  • VTV
Asset Planning Corporation's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Disciplined Investors, L.L.C.

  • SCHB
  • IDV
  • VUG
  • VEU
  • DFSV
  • VYM
  • VXUS
Disciplined Investors, L.L.C.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Amj Financial Wealth Management

  • SJNK
  • EAT
  • ORLY
  • SAP
  • PGR
  • TJX
  • META
Amj Financial Wealth Management's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Claro Advisors LLC

  • VOO
  • AAPL
  • SPY
  • IWF
  • MSFT
  • IWD
  • AMZN
Claro Advisors LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Jordan Park Trust CO LLC

  • IOT
  • IEMG
  • GOVT
  • IAU
  • AAPL
  • VNQ
  • MSFT
Jordan Park Trust CO LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Cynosure Management, LLC

  • SGOV
  • SHV
  • SPY
  • IWF
  • VOO
  • IVV
  • VONG
Cynosure Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Mufg Securities Emea PLC

  • NVDA
  • META
  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOGL
Mufg Securities Emea PLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VTI
First Western Trust Bank's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Riverpark Capital Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • LLY
  • NFLX
Riverpark Capital Management LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • UPS
  • XLV
  • SPY
Measured Wealth Private Client Group, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Belfer Management LLC

  • CPNG
  • AVTR
  • MPLX
  • WES
  • ET
  • LMT
  • META
Belfer Management LLC's Q1 2025 Portfolio