Filing on May 08, 2025 Q1 2025

Great Valley Advisor Group, Inc.

  • VCIT
  • NVDA
  • AAPL
  • SPLG
  • DLN
  • QGRO
  • SPTL
Great Valley Advisor Group, Inc.'s Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Main Street Financial Solutions, LLC

  • VTI
  • SCHD
  • SCHG
  • NMM
  • AAPL
  • SPY
  • SCHX
Main Street Financial Solutions, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Excalibur Management Corp

  • CSL
  • AAPL
  • BRK-B
  • MSFT
  • JPM
  • JNJ
  • META
Excalibur Management Corp's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

New England Private Wealth Advisors LLC

  • VIG
  • JAAA
  • FVD
  • VTI
  • BNL
  • SPLV
  • RPG
New England Private Wealth Advisors LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Stonebridge Financial Planning Group, LLC

  • IWY
  • IYW
  • SPHQ
  • DGRO
  • IVV
  • AMZN
  • IUSG
Stonebridge Financial Planning Group, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Forbes Financial Planning, Inc.

  • VEA
  • VBR
  • SLYG
  • VTI
  • NEAR
  • AGG
  • IVV
Forbes Financial Planning, Inc.'s Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Clark Estates Inc

  • BAX
  • SNN
  • DNB
  • MDT
  • HLN
  • DEO
  • IQV
Clark Estates Inc's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Wooster Corthell Wealth Management, Inc.

  • MGC
  • VTI
  • SCHF
  • ITOT
  • VGIT
  • VO
  • SCHP
Wooster Corthell Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Aegis Wealth Management LLC

  • IVV
  • DFAI
  • DFAS
  • DFUV
  • DFAU
  • ITOT
  • VEA
Aegis Wealth Management LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Tfo Tdc, LLC

  • VEA
  • DFAC
  • IWB
  • DFUV
  • DFAT
  • SPY
  • IJR
Tfo Tdc, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Hall Capital Management CO Inc

  • VCIT
  • MSFT
  • VO
  • IGSB
  • AAPL
  • JAAA
  • JPM
Hall Capital Management CO Inc's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

New York Life Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • ESGB
  • AMZN
  • IQSU
  • META
New York Life Investment Management LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Bck Capital Management LP

  • X
  • AMED
  • X
  • X
  • ACI
  • K
  • JNPR
Bck Capital Management LP's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • IVV
  • IUS
  • RWL
  • SGOV
  • IUSG
  • SPDW
  • VONG
Rfg Bristol Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • AAPL
  • VEU
  • LRGF
  • MUB
Cardinal Point Capital Management, Ulc's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Wellington Shields Capital Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • BX
  • AMZN
  • MA
  • JPM
Wellington Shields Capital Management, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Waterway Wealth Management, LLC

  • DLN
  • EFA
  • IVV
  • DFSV
  • MINO
  • IJR
  • IWF
Waterway Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Arkadios Wealth Advisors

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • AMZN
  • OMFL
  • EUSA
Arkadios Wealth Advisors's Q1 2025 Portfolio