Filing on Jul 30, 2025 Q2 2025

Img Wealth Management, Inc.

  • BUFR
  • CGDV
  • BUFQ
  • BUFD
  • QQQ
  • FTCS
  • VOO
Img Wealth Management, Inc.'s Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Schwartz Investment Counsel Inc

  • TPL
  • MA
  • APG
  • NVDA
  • ROP
  • TXN
  • SPGI
Schwartz Investment Counsel Inc's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Jackson Thornton Asset Management, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFIV
  • DFAX
  • VGIT
  • DISV
Jackson Thornton Asset Management, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Greenup Street Wealth Management LLC

  • AVDE
  • QQQ
  • IVV
  • SLQD
  • AVEM
  • VTV
  • IVE
Greenup Street Wealth Management LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Gimbal Financial

  • IVV
  • IGV
  • RPG
  • XMMO
  • IYC
  • LLY
  • IDV
Gimbal Financial's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

St. Johns Investment Management Company, LLC

  • SCHX
  • AAPL
  • SCHM
  • SCHA
  • SPY
  • MSFT
  • GLD
St. Johns Investment Management Company, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Argonautica Private Wealth Management, Inc

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AVGO
  • AMZN
  • META
Argonautica Private Wealth Management, Inc's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Tiptree Advisors, LLC

  • META
  • AMZN
  • BRK-B
  • MSFT
  • T
  • UBER
  • GOOGL
Tiptree Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Legacy Wealth Asset Management, LLC

  • TFLO
  • MLPA
  • WWJD
  • AVGO
  • NVDA
  • GBTC
  • AAPL
Legacy Wealth Asset Management, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Beech Hill Advisors, Inc.

  • META
  • AMZN
  • GOOGL
  • AVGO
  • UBER
  • MSFT
  • AAPL
Beech Hill Advisors, Inc.'s Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Sanders Morris Harris LLC

  • QQQ
  • BX
  • CSWC
  • EPD
  • MAIN
  • AAPL
  • SLB
Sanders Morris Harris LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Coronation Fund Managers Ltd.

  • NU
  • CPNG
  • GRAB
  • SE
  • MELI
  • AMZN
  • LPLA
Coronation Fund Managers Ltd.'s Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Pacific Sun Financial Corp

  • AAPL
  • FDN
  • BRK-B
  • XLK
  • SLYG
  • CIBR
  • PPA
Pacific Sun Financial Corp's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Wallace Advisory Group, LLC

  • MRK
  • CVX
  • AMZN
  • CI
  • AAPL
  • IVV
  • MSFT
Wallace Advisory Group, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Smith Thornton Advisors LLC

  • CGDV
  • CGGR
  • UITB
  • USTB
  • CGCP
  • IVV
  • IWR
Smith Thornton Advisors LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Dupree Financial Group, LLC

  • AGNC
  • ENB
  • BTI
  • KMI
  • CINF
  • MELI
  • VZ
Dupree Financial Group, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Tlw Wealth Management, LLC

  • BRK-B
  • MSFT
  • GOOG
  • DE
  • WMT
  • WM
  • COST
Tlw Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Alapocas Investment Partners, Inc.

  • AMZN
  • GOOG
  • V
  • ADBE
  • AAPL
  • MCO
  • TJX
Alapocas Investment Partners, Inc.'s Q2 2025 Portfolio