Filing on Apr 23, 2025 Q1 2025

First Pacific Financial

  • JCPB
  • VUG
  • MDYV
  • VCIT
  • JPST
  • NUBD
  • FNDA
First Pacific Financial's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Corundum Group, Inc.

  • IWF
  • IWD
  • MMM
  • EFA
  • SUSA
  • IWO
  • SPY
Corundum Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Williams Financial, LLC

  • SPYV
  • DBEF
  • SCHO
  • JPIE
  • IWY
  • BCI
  • VRP
Williams Financial, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Northland Capital Management LLC

  • GNMA
  • AVLV
  • VTI
  • STIP
  • FNDX
  • JAAA
  • AVIV
Northland Capital Management LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • BRK-B
  • VGT
  • AAPL
  • MSFT
Mokan Wealth Management Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • PG
  • QQQ
  • SCHD
  • VIG
  • CALF
  • IMCG
Kellett Schaffner Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Olympus Wealth Management, LLC

  • IEFA
  • VOO
  • SPY
  • IEMG
  • SPLG
  • SCHD
  • IJH
Olympus Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Dorval Corp

  • SPTM
  • LGLV
  • USFR
  • ACWV
  • TIP
  • FLBL
  • VT
Dorval Corp's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Jcic Asset Management Inc.

  • AAPL
  • GOOG
  • JPM
  • MSFT
  • AMZN
  • NVDA
  • V
Jcic Asset Management Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Saxony Capital Management, LLC

  • BND
  • VOO
  • DIA
  • IVE
  • ACWI
  • SCHV
  • NVDA
Saxony Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Mattern Capital Management, LLC

  • AAPL
  • BRO
  • MSFT
  • COST
  • WMT
  • LOW
  • GWW
Mattern Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Berkshire Money Management, Inc.

  • SPY
  • QQQ
  • DIA
  • RSP
  • VIG
  • BSV
  • IWF
Berkshire Money Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Mission Hills Financial Advisory, LLC

  • BIZD
  • PCN
  • MINT
  • PDI
  • VEA
  • RQI
  • QQQ
Mission Hills Financial Advisory, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Riverbend Wealth Management, LLC

  • IVV
  • DGRW
  • AAPL
  • QQQ
  • BRK-B
  • DGRO
  • MSFT
Riverbend Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Mattern Wealth Management LLC

  • DFAC
  • DFSD
  • AVUS
  • MSFT
  • AAPL
  • DFIC
  • DFNM
Mattern Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Sage Financial Management Group, Inc.

  • BIV
  • IVV
  • VEU
  • SCHX
  • VCSH
  • BSV
  • SPYG
Sage Financial Management Group, Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Balance Wealth, LLC

  • SCHX
  • RECS
  • VOO
  • SPAB
  • DFAC
  • WFC
  • BIV
Balance Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • CORP
  • MSFT
  • DFSD
  • DFAR
  • DFAE
Ram Investment Partners, LLC's Q1 2025 Portfolio