Filing on Jul 23, 2025 Q2 2025

Ggm Financials LLC

  • DWUS
  • DWAW
  • QQQ
  • NVDA
  • MOAT
  • AVGO
  • META
Ggm Financials LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • BLV
  • VCLT
  • DLN
  • XLI
H&H Retirement Design & Management Inc's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

River Tree Advisors, LLC

  • JAAA
  • FTSM
  • FTSL
  • FTCS
  • BUFR
  • DIVO
  • BUFQ
River Tree Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Richardson Capital Management LLC

  • SCHX
  • SCHD
  • SCHG
  • SCHM
  • NVDA
  • IJH
  • SCHK
Richardson Capital Management LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Ti Trust, Inc

  • VTI
  • VEU
  • MSFT
  • MDY
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Morton Capital Management Llc/Ca

  • OUNZ
  • USFR
  • DFAX
  • DFAC
  • HAP
  • MSFT
  • AAPL
Morton Capital Management Llc/Ca's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025
Filing on Jul 23, 2025 Q2 2025

Castle Rock Wealth Management, LLC

  • NVDA
  • KO
  • TFLO
  • MSFT
  • CVX
  • SGOV
  • AAPL
Castle Rock Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Fortis Advisors, LLC

  • BSV
  • DBND
  • EMXC
  • MLPX
  • VEA
  • GLDM
  • VIG
Fortis Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

ETF Portfolio Partners, Inc.

  • VTI
  • MGK
  • AGG
  • MGV
  • QQQ
  • BLV
  • VEU
ETF Portfolio Partners, Inc.'s Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Gagnon Securities LLC

  • AL
  • ENSG
  • CDNA
  • ISRG
  • PSIX
  • CAKE
  • EPD
Gagnon Securities LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Dohj, LLC

  • MUB
  • ESGU
  • ESGD
  • IEFA
  • IWL
  • MBB
  • EAGG
Dohj, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Hall Capital Management CO Inc

  • MSFT
  • VCIT
  • VO
  • VEU
  • IGSB
  • JPM
  • AAPL
Hall Capital Management CO Inc's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Wespac Advisors, LLC

  • VOO
  • IVV
  • TFLO
  • PULS
  • T
  • AAPL
  • IYZ
Wespac Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Gagnon Advisors, LLC

  • PSIX
  • AL
  • EPD
  • CDNA
  • EQIX
  • BL
  • NVGS
Gagnon Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Gainplan LLC

  • SPY
  • QQQ
  • SPXL
  • VOO
  • VV
  • KWEB
  • VO
Gainplan LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Valmark Advisers, Inc.

  • VEA
  • SPYG
  • SPYV
  • SPMD
  • VOO
  • VTIP
  • SPSM
Valmark Advisers, Inc.'s Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Lattice Capital Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • ISRG
  • GOOGL
  • PLTR
  • AMZN
Lattice Capital Management, LLC's Q2 2025 Portfolio