Filing on Apr 24, 2025 Q1 2025

Ocean Capital Management, LLC

  • AAPL
  • COST
  • AMZN
  • GOOGL
  • NVDA
  • MSFT
  • GOOG
Ocean Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Clay Northam Wealth Management, LLC

  • COWZ
  • AAPL
  • SCHG
  • SCHD
  • AMZN
  • SCHZ
  • GOOG
Clay Northam Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Westfuller Advisors, LLC

  • SGOV
  • ESGV
  • EAGG
  • VOO
  • VSGX
  • NUBD
  • IEFA
Westfuller Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Wall Street Financial Group, Inc.

  • VGT
  • QQQM
  • IVV
  • VFH
  • VHT
  • VCR
  • XLC
Wall Street Financial Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Legacy Wealth Management, Inc

  • IVV
  • IWB
  • SCHK
  • JCPB
  • FBND
  • SCHM
  • IJH
Legacy Wealth Management, Inc's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

K.J. Harrison & Partners Inc

  • AAPL
  • AMZN
  • MSFT
  • META
  • BRK-B
  • RY
  • BRK-A
K.J. Harrison & Partners Inc's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Tbh Global Asset Management, LLC

  • IVV
  • AAPL
  • FTEC
  • JMUB
  • BRK-B
  • GOOG
  • VYM
Tbh Global Asset Management, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Rcs Financial Planning, LLC

  • DFAC
  • DFCF
  • FBND
  • DFIC
  • IVV
  • DFSD
  • DUHP
Rcs Financial Planning, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Joel Isaacson & Co., LLC

  • SDY
  • VIG
  • VTI
  • VYM
  • VO
  • AAPL
  • GOOG
Joel Isaacson & Co., LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Rba Wealth Management, LLC

  • AAPL
  • AZO
  • V
  • MSFT
  • WM
  • GOOGL
  • BSX
Rba Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Lisanti Capital Growth, LLC

  • CORT
  • PLMR
  • ANIP
  • CWST
  • KTOS
  • CVLT
  • ADMA
Lisanti Capital Growth, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Mc Guire Investment Group, LLC

  • NVDA
  • BIL
  • USFR
  • AAPL
  • QCOM
  • AMD
  • CBOE
Mc Guire Investment Group, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Journey Beyond Wealth, LLC

  • VOO
  • VEU
  • VXF
  • VEA
  • VTV
  • VUG
  • SCHD
Journey Beyond Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Root Financial Partners, LLC

  • DFUS
  • DFAI
  • DFUV
  • DFAE
  • DFCF
  • DFSD
  • DFSV
Root Financial Partners, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Financial Insights, Inc.

  • SCHD
  • SPLG
  • MSFT
  • AAPL
  • DBEF
  • VUG
  • QQQ
Financial Insights, Inc.'s Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Amara Financial, Llc.

  • MGK
  • VIG
  • VEA
  • VO
  • MGV
  • IJR
  • CMF
Amara Financial, Llc.'s Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Almanack Investment Partners, Llc.

  • GDMA
  • VZ
  • SGOV
  • SCHX
  • VTIP
  • LTPZ
  • SGOL
Almanack Investment Partners, Llc.'s Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Emerald Advisors, LLC

  • COST
  • VTV
  • IEMG
  • IQLT
  • IEFA
  • VUG
  • IVV
Emerald Advisors, LLC's Q1 2025 Portfolio