Filing on Feb 05, 2025 Q4 2024

Jones Financial Companies Lllp

  • AGG
  • VUG
  • VTV
  • IVV
  • IEFA
  • IWR
  • VOO
Jones Financial Companies Lllp's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Green Court Capital Management LTD

  • ZTO
  • TCOM
  • EDU
Green Court Capital Management LTD's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Eliot Finkel Investment Counsel, LLC

  • ETN
  • DE
  • NSC
  • GLW
  • GD
  • PCAR
  • ITW
Eliot Finkel Investment Counsel, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Vesey Street Capital Partners, L.L.C.

  • AIRS
Vesey Street Capital Partners, L.L.C.'s Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Firetrail Investments Pty LTD

  • AAPL
  • NVDA
  • IBKR
  • TSM
  • V
  • GOOGL
  • BKNG
Firetrail Investments Pty LTD's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Glassman Wealth Services

  • VOO
  • FNDX
  • DGRW
  • VEU
  • DFAC
  • DFAX
  • SNA
Glassman Wealth Services's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Private Wealth Advisors, LLC

  • GLD
  • GLD
  • XLV
  • XLP
  • XLK
  • XLB
  • VTV
Private Wealth Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • SCHZ
  • VCSH
  • VEA
  • VIG
  • SCHP
  • SCHD
Kohmann Bosshard Financial Services, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Smartleaf Asset Management LLC

  • AAPL
  • MSFT
  • NVDA
  • MGV
  • AMZN
  • META
  • GOOGL
Smartleaf Asset Management LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Maia Wealth LLC

  • SPLG
  • FSK
  • EFV
  • QUAL
  • IVW
  • EFG
  • IVV
Maia Wealth LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • MSFT
  • SCHM
  • AMZN
  • SCHD
Cape Investment Advisory, Inc.'s Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Purkiss Capital Advisors LLC

  • BRK-B
  • IAU
  • AAPL
  • MSFT
  • GOOGL
  • VOO
  • GOOG
Purkiss Capital Advisors LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Blue Stem Wealth Partners, LLC

  • IVV
  • VUG
  • FNDX
  • IJH
  • SCHF
  • RECS
  • BND
Blue Stem Wealth Partners, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Wilmar Advisors LLC

  • QQQ
  • AAPL
  • SPY
  • AMZN
  • META
  • MDY
  • GOOGL
Wilmar Advisors LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Srs Capital Advisors, Inc.

  • VUG
  • VTV
  • VO
  • RDVY
  • IGSB
  • QQQ
  • SCHP
Srs Capital Advisors, Inc.'s Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Norden Group LLC

  • AAPL
  • JAAA
  • MSFT
  • JPST
  • AMZN
  • NVDA
  • SPY
Norden Group LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Alta Partners Management Company, L.P.

  • TYRA
  • VIR
  • ALLK
Alta Partners Management Company, L.P.'s Q4 2024 Portfolio