Filing on Apr 14, 2025 Q1 2025

Octavia Wealth Advisors, LLC

  • SPYV
  • SPYG
  • FBND
  • AAPL
  • IEMG
  • EFV
  • EFG
Octavia Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Objectivity Squared, LLC

  • AVUV
  • IWD
  • VEA
  • DGRO
  • MOAT
  • IWF
  • AVEM
Objectivity Squared, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

International Private Wealth Advisors LLC

  • SPY
  • AAPL
  • SPDW
  • XLSR
  • AMZN
  • COST
  • SPLG
International Private Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Midland Wealth Advisors LLC

  • IVV
  • MBB
  • JAAA
  • IEFA
  • VGIT
  • JQUA
  • IVW
Midland Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Muirfield Wealth Advisors LLC

  • RSP
  • VGSH
  • BRK-B
  • SCHX
  • VIG
  • IJR
  • IJH
Muirfield Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Everest Management Corp.

  • DFUS
  • GOOGL
  • GOOG
  • VOO
  • DFAC
  • IXUS
  • AVGO
Everest Management Corp.'s Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Henrickson Nauta Wealth Advisors, Inc.

  • DFAC
  • UFPI
  • DFIC
  • AVUS
  • AVDE
  • DFAT
  • AVDV
Henrickson Nauta Wealth Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Investment Advisory Group, LLC

  • VYM
  • VUG
  • DFAC
  • IJR
  • IVV
  • DFUS
  • AAPL
Investment Advisory Group, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Tounjian Advisory Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • VNLA
  • FTGS
  • AMZN
  • META
Tounjian Advisory Partners, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Yousif Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Yousif Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Harbor Capital Advisors, Inc.

  • SNEX
  • IVV
  • SFM
  • RDNT
  • FFIV
  • LAUR
  • MSFT
Harbor Capital Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Truefg, LLC

  • SPDW
  • IJH
  • VTV
  • SPYG
  • SPAB
  • IJR
  • FREL
Truefg, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Robert Olstein

Olstein Capital Management, L.P.
  • DIS
  • LKQ
  • ST
  • BAX
  • SLB
  • JNJ
  • BDX
Robert Olstein's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Bridge City Capital, LLC

  • ENSG
  • GMED
  • OSIS
  • STRL
  • GBCI
  • ATEN
  • PFGC
Bridge City Capital, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Clarity Capital Advisors, LLC

  • VTI
  • DFAU
  • AVUS
  • VTIP
  • BSV
  • AVDE
  • DFAI
Clarity Capital Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Imc Chicago, LLC

  • QQQ
  • IWM
  • AMD
  • TSLA
  • TLT
  • PDD
  • SLV
Imc Chicago, LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Chicago Trust CO Na

  • AAPL
  • MSFT
  • NVDA
  • ABT
  • ABBV
  • AMZN
  • JPM
Chicago Trust CO Na's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • DFAS
  • BND
  • DFAT
Great Waters Wealth Management's Q1 2025 Portfolio