Filing on Oct 30, 2025 Q3 2025

Northstar Asset Management Inc

  • MSFT
  • GOOGL
  • AAPL
  • TJX
  • COST
  • ADP
  • UL
Northstar Asset Management Inc's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Vantage Investment Partners, LLC

  • UNH
  • GOOG
  • NVDA
  • MSFT
  • EQT
  • ASML
  • WAB
Vantage Investment Partners, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Jordan Park Trust CO LLC

  • IOT
  • IEMG
  • GOVT
  • IAU
  • NVDA
  • MSFT
  • AAPL
Jordan Park Trust CO LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Seven Post Investment Office LP

  • VNQ
  • SPY
  • EQR
  • VTI
  • PLD
  • VEA
  • ELS
Seven Post Investment Office LP's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • FDVV
  • EPS
  • VTV
Flagship Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Wendell David Associates Inc

  • MSFT
  • AAPL
  • MA
  • TJX
  • ADP
  • SYK
  • LLY
Wendell David Associates Inc's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Nadler Financial Group, Inc.

  • VTV
  • VO
  • VTI
  • VUG
  • VONG
  • VOO
  • SCHG
Nadler Financial Group, Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Spear Holdings Rsc LTD

  • FXI
  • MSFT
  • AMZN
  • SHW
  • NVDA
  • TRU
  • TMO
Spear Holdings Rsc LTD's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Iron Bridge Private Wealth, LLC

  • NVDA
  • IJH
  • JPST
  • IWM
  • GLD
  • AMLP
  • SPY
Iron Bridge Private Wealth, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Guardian Wealth Advisors, LLC

  • SPY
  • VEA
  • IWM
  • IJH
  • SPYG
  • SPYV
  • QQQ
Guardian Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Tanglewood Wealth Management, Inc.

  • VTI
  • VEA
  • IEI
  • IAU
  • VGIT
  • GLD
  • IEF
Tanglewood Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Carmel Capital Partners, LLC

  • HD
  • USFR
  • PLTR
  • LEN
  • PFXF
  • TSLA
  • BSCV
Carmel Capital Partners, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Verus Financial Partners, Inc.

  • VTI
  • BND
  • VXUS
  • AVSF
  • AVIG
  • MGC
  • VEU
Verus Financial Partners, Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Industrial Alliance Investment Management Inc.

  • QQQ
  • VTI
  • SPY
  • VNQ
  • VEU
  • IEUR
Industrial Alliance Investment Management Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

I A Global Asset Management Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
I A Global Asset Management Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Proem Advisors LLC

  • QQQ
  • NVDA
  • NVDA
  • MSFT
  • APP
  • TSLA
  • GOOG
Proem Advisors LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Lloyd Advisory Services, Llc.

  • SPLG
  • VOO
  • TYA
  • AAPL
  • NVDA
  • IWY
  • LTPZ
Lloyd Advisory Services, Llc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Wealth Dimensions Group, Ltd.

  • DFAI
  • VGSH
  • VONV
  • PG
  • IVV
  • VONG
  • VYM
Wealth Dimensions Group, Ltd.'s Q3 2025 Portfolio