Filing on Apr 30, 2025 Q1 2025

Alpha Star Capital Management, LLC

  • SGOV
  • SPYG
  • SPLG
  • SPYV
  • SPDW
  • SPAB
  • SPMD
Alpha Star Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Opus Capital Group, LLC

  • VOO
  • SCHF
  • VGIT
  • IJR
  • VGSH
  • AVLV
  • SGOV
Opus Capital Group, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

49 Wealth Management, LLC

  • DIVZ
  • SPLG
  • IEFA
  • VTV
  • QUAL
  • JAAA
  • IEMG
49 Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Stratos Wealth Partners, Ltd.

  • AAPL
  • VOO
  • SPY
  • IVV
  • MSFT
  • NVDA
  • AMZN
Stratos Wealth Partners, Ltd.'s Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Sierra Capital LLC

  • VOO
  • BRK-B
  • AAPL
  • VO
  • IVV
  • AMZN
  • SHV
Sierra Capital LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Black Diamond Financial, LLC

  • MGV
  • MGK
  • AGG
  • SPTI
  • SCHV
  • SCHG
  • MGC
Black Diamond Financial, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Blackhawk Capital Partners Llc.

  • VGSH
  • META
  • AAPL
  • LLY
  • JAAA
  • MSFT
  • AMZN
Blackhawk Capital Partners Llc.'s Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Fundamentun, LLC

  • ITOT
  • DFAC
  • DGRW
  • RECS
  • DFCF
  • SPAB
  • DYNF
Fundamentun, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Liberty One Investment Management, LLC

  • CAH
  • LNT
  • DUK
  • SO
  • KO
  • MCD
  • JNJ
Liberty One Investment Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Stratos Wealth Advisors, LLC

  • SPY
  • IBTF
  • AAPL
  • SGOV
  • NVDA
  • VOO
  • SCHO
Stratos Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Values First Advisors, Inc.

  • MINT
  • VGSH
  • SHY
  • ISTB
  • IEI
  • IEF
  • NEAR
Values First Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

May Hill Capital, LLC

  • IVV
  • IWB
  • IJH
  • IEMG
  • MUB
  • IJR
  • VO
May Hill Capital, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Deka Bank Deutsche Girozentrale

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
  • PG
Deka Bank Deutsche Girozentrale's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Trek Financial, LLC

  • SGOV
  • XLK
  • IEFA
  • XLF
  • IUSB
  • VOO
  • XLV
Trek Financial, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Silverlake Wealth Management LLC

  • MSFT
  • AAPL
  • PG
  • IBM
  • VZ
  • JEPI
  • SCHG
Silverlake Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Graver Capital Management, LLC

  • DFUS
  • MOAT
  • DFAT
  • DFAI
  • DFCF
  • DFAE
  • SCHB
Graver Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

New Insight Wealth Advisors

  • IVV
  • SCHD
  • FBND
  • VO
  • RSP
  • VIOO
  • VGT
New Insight Wealth Advisors's Q1 2025 Portfolio