Filing on Apr 25, 2025 Q1 2025

Lansing Street Advisors

  • VOO
  • MCD
  • CMG
  • QQQ
  • VEA
  • SPY
  • IVW
Lansing Street Advisors's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Quarry Hill Advisors, LLC

  • AVUV
  • DFAC
  • AVDV
  • DFIC
  • DFSU
  • DFEM
  • AVRE
Quarry Hill Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Fort Vancouver Investment Management, LLC

  • VOO
  • AVUV
  • SCHF
  • AVEM
  • VXF
  • VCSH
  • DFIC
Fort Vancouver Investment Management, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Kieckhefer Group LLC

  • NVDA
  • PLTR
  • XOM
  • VOT
  • QQQ
  • ISRG
  • COP
Kieckhefer Group LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Mather Group, Llc.

  • SCHG
  • SCHV
  • LII
  • SPEU
  • VPL
  • DFIS
  • SPTI
Mather Group, Llc.'s Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Heritage Investment Group, Inc.

  • DFAC
  • IVV
  • SUB
  • DFUV
  • REET
  • VTEB
  • DFUS
Heritage Investment Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Family Capital Trust CO

  • ADBE
  • AGG
  • IEFA
  • JPM
  • AAPL
  • V
  • IMTM
Family Capital Trust CO's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

West Bancorporation Inc

  • IWF
  • IWD
  • IWR
  • WTBA
  • VOO
  • IVV
  • VYM
West Bancorporation Inc's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Kampmann Melissa S.

  • LLY
  • AAPL
  • MSFT
  • WMT
  • UBER
  • JPM
  • SYK
Kampmann Melissa S.'s Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Jnba Financial Advisors

  • IVV
  • SPDW
  • BIL
  • MOAT
  • IJH
  • SPMD
  • SPEM
Jnba Financial Advisors's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Alta Advisers LTD

  • AAPL
  • MSFT
  • NVDA
  • VGSH
  • AMZN
  • VOO
  • META
Alta Advisers LTD's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Lodestar Private Asset Management LLC

  • IVV
  • QQQ
  • SCHD
  • AAPL
  • QQQM
  • SPAB
  • VIG
Lodestar Private Asset Management LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025
Filing on Apr 25, 2025 Q1 2025

En Rich Financial Partners LLC

  • DFEM
  • DFAT
  • VOO
  • DFIC
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Sage Advisors, LLC

  • ORCC
  • ARCC
  • BNL
  • LLY
  • AAPL
  • EPD
  • AMZN
Sage Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Hixon Zuercher, LLC

  • GSIE
  • GSLC
  • JPM
  • SYK
  • JNJ
  • CAT
  • EMGF
Hixon Zuercher, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Unified Investment Management

  • GPC
  • VNLA
  • IGSB
  • NEAR
  • MINT
  • GVI
  • MSFT
Unified Investment Management's Q1 2025 Portfolio