Filing on Apr 23, 2025 Q1 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • BND
  • ESGV
  • AAPL
  • MSFT
  • VOO
New Covenant Trust Company, N.A.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Navis Wealth Advisors, LLC

  • SPY
  • QQQ
  • VOO
  • PULS
  • ZS
  • NVDA
  • KLAC
Navis Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Gerber, LLC

  • QQQ
  • COWZ
  • AON
  • ARKK
  • AAPL
  • VTI
  • BLOK
Gerber, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Cornerstone Wealth Group, LLC

  • SPY
  • NVDA
  • NVDA
  • AAPL
  • AGG
  • IVV
  • SCHX
Cornerstone Wealth Group, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • IOO
  • MSFT
  • ITA
  • GOOGL
Bluesphere Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • CVX
  • UTF
  • MSFT
  • XLK
  • IWM
C2 C Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Hi Line Capital Management, LLC

  • BRK-A
  • IDEV
  • BRK-B
  • LBRDK
  • COP
  • BABA
  • CMCSA
Hi Line Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Berry Wealth Group, LP

  • AAPL
  • AVGO
  • MSI
  • JPM
  • MSFT
  • ETN
  • WMT
Berry Wealth Group, LP's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Balboa Wealth Partners

  • TSLA
  • NVDA
  • BIL
  • MSFT
  • AAPL
  • AMZN
  • SPY
Balboa Wealth Partners's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Sheets Smith Wealth Management

  • VOO
  • IVV
  • KO
  • V
  • GOOG
  • AMZN
  • SCHX
Sheets Smith Wealth Management's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Retirement Guys Formula LLC

  • PSFF
  • JPST
  • HEGD
  • AAAU
  • BCD
  • AAPL
  • SPY
Retirement Guys Formula LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

G2 Capital Management, LLC

  • DFUS
  • MOAT
  • IUSB
  • MUB
  • BND
  • DFAS
  • SCHX
G2 Capital Management, LLC 's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Win Advisors, Inc

  • LGLV
  • HEFA
  • QGRO
  • SPLG
  • DHS
  • SPHQ
  • BIL
Win Advisors, Inc's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Community Financial Services Group, LLC

  • IEF
  • MSFT
  • AAPL
  • XOM
  • V
  • QUAL
  • AMZN
Community Financial Services Group, LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Pacific Financial Group Inc

  • IVV
  • QQQ
  • IVW
  • IJR
  • IVE
  • SPY
  • IJH
Pacific Financial Group Inc's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Img Wealth Management, Inc.

  • BUFR
  • CGDV
  • BUFQ
  • BUFD
  • QQQ
  • FTCS
  • VOO
Img Wealth Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Aifg Consultants Ltd.

  • GLDM
  • LDUR
  • JEPI
  • SPTM
  • SPMO
  • SDVY
  • LMBS
Aifg Consultants Ltd.'s Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

St. Johns Investment Management Company, LLC

  • SCHX
  • AAPL
  • SCHM
  • SPY
  • SCHA
  • MSFT
  • GLD
St. Johns Investment Management Company, LLC's Q1 2025 Portfolio