Filing on Jul 22, 2025 Q2 2025

Mount Vernon Associates Inc

  • AAPL
  • MSFT
  • META
  • COST
  • AMZN
  • GOOG
  • JPM
Mount Vernon Associates Inc 's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Bay Harbor Wealth Management, LLC

  • DFAU
  • IUSB
  • VEA
  • VUG
  • VTV
  • QUAL
  • BNDX
Bay Harbor Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Boston Common Asset Management, LLC

  • TSM
  • MSFT
  • NVDA
  • AAPL
  • NFLX
  • AVGO
  • HDB
Boston Common Asset Management, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Gutierrez Wealth Advisory, LLC

  • VOO
  • CGGR
  • CGDV
  • VEA
  • VXF
  • CGXU
  • VTEB
Gutierrez Wealth Advisory, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Foguth Wealth Management, Llc.

  • QYLD
  • SPY
  • DIVB
  • QQQM
  • MOAT
  • AGG
  • KNG
Foguth Wealth Management, Llc.'s Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Eliot Finkel Investment Counsel, LLC

  • ETN
  • DE
  • NSC
  • GLW
  • GD
  • AMGN
  • MCD
Eliot Finkel Investment Counsel, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Private Wealth Group, LLC

  • SPLG
  • BIL
  • TDIV
  • SPYV
  • RSP
  • BRK-B
  • SPMD
Private Wealth Group, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • MOS
  • DELL
  • FAST
  • DKS
  • ABBV
Carolina Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Highland Capital Management, LLC

  • MSFT
  • AAPL
  • AVGO
  • IVV
  • NVDA
  • JPM
  • AMZN
Highland Capital Management, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Capital City Trust CO

  • KO
  • MSFT
  • AVGO
  • AAPL
  • VOO
  • NVDA
  • AMZN
Capital City Trust CO's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • DIVO
  • ISTB
  • GLDM
  • IEMG
Mbl Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Wealthcare Capital Partners, LLC

  • USFR
  • VTI
  • UNH
  • SPLG
  • SCHP
  • STIP
  • VYM
Wealthcare Capital Partners, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Coastal Investment Advisors, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSTR
  • MSFT
  • AVGO
  • TSLA
Coastal Investment Advisors, Inc.'s Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Safir Wealth Advisors, LLC

  • VOO
  • VUG
  • BSV
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Sutton Place Investors LLC

  • DFUS
  • DFAI
  • DFAC
  • DFCF
  • SPLG
  • BRK-A
  • ITOT
Sutton Place Investors LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Kraematon Investment Advisors, Inc

  • RTX
  • NVDA
  • CWST
  • GLDM
  • AAPL
  • FALN
  • FVD
Kraematon Investment Advisors, Inc's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Mgo Private Wealth, LLC

  • VOO
  • BND
  • AGG
  • VGK
  • VPL
  • SPY
  • IEF
Mgo Private Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Tandem Investment Partners LLC

  • SPY
  • SPLG
  • VIG
  • VXUS
  • COWZ
  • VGT
  • VTI
Tandem Investment Partners LLC's Q2 2025 Portfolio