Filing on Apr 15, 2025 Q1 2025

Edge Rock Capital LLC

  • UCON
  • QQQM
  • QUAL
  • FTLS
  • ACIO
  • JIRE
  • FTSM
Edge Rock Capital LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Ellenbecker Investment Group

  • IVV
  • AGG
  • IWF
  • VB
  • IWD
  • VWO
  • VEA
Ellenbecker Investment Group's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Charis Legacy Partners, LLC

  • VOO
  • VXUS
  • VTI
  • VXF
  • BND
  • RSP
  • VEA
Charis Legacy Partners, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Bannerman Wealth Management Group, LLC

  • DFAC
  • DFCF
  • DFAS
  • DFAI
  • AVLV
  • AVUS
  • DFAE
Bannerman Wealth Management Group, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Usa Financial Portformulas Corp

  • SPY
  • DIA
  • IVW
  • IVV
  • LQD
  • BIL
  • IEF
Usa Financial Portformulas Corp's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

My Legacy Advisors, LLC

  • IUSB
  • IVV
  • AAPL
  • MSFT
  • HYG
  • SHYG
  • SPLG
My Legacy Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Curbstone Financial Management Corp

  • FLRN
  • VCSH
  • SCHF
  • MDY
  • VOO
  • AAPL
  • SCHM
Curbstone Financial Management Corp's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Alhambra Investment Partners LLC

  • AAPL
  • FNDX
  • VBR
  • DGRO
  • COST
  • STIP
  • IAU
Alhambra Investment Partners LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Redhawk Wealth Advisors, Inc.

  • GLD
  • SPLG
  • USTB
  • CLOI
  • JMBS
  • SPY
  • FDL
Redhawk Wealth Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Cx Institutional

  • IEFA
  • SPTI
  • JAAA
  • VO
  • IVE
  • MGK
  • IVV
Cx Institutional's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Strategic Equity Management

  • SCHX
  • SPY
  • VV
  • IWV
  • ITOT
  • IVW
  • COWZ
Strategic Equity Management's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Columbia Advisory Partners LLC

  • DGRW
  • SCHD
  • USMF
  • VOE
  • JVAL
  • LQDH
  • COWZ
Columbia Advisory Partners LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025
Filing on Apr 15, 2025 Q1 2025

Founders Capital Management, LLC

  • BRK-B
  • GOOG
  • META
  • MSFT
  • WFC
  • AXP
  • AAPL
Founders Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Kozak & Associates, Inc.

  • RWL
  • IETC
  • SPY
  • QQQ
  • SPYG
  • IYG
  • AAPL
Kozak & Associates, Inc.'s Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Latko Wealth Management, Ltd.

  • IVV
  • DIA
  • QQQM
  • SCHD
  • SPY
  • QQQ
  • IEI
Latko Wealth Management, Ltd.'s Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Mv Capital Management, Inc.

  • IWD
  • IWF
  • IVV
  • ABBV
  • ABT
  • IVW
  • AGG
Mv Capital Management, Inc.'s Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Michael S. Ryan, Inc.

  • SPYV
  • VEA
  • SLYV
  • MDYV
  • SPLG
  • SPYG
  • XSOE
Michael S. Ryan, Inc.'s Q1 2025 Portfolio