Filing on Oct 16, 2025 Q3 2025

Brian Low Financial Group, LLC

  • MSFT
  • XOM
  • AAPL
  • JPM
  • EFA
  • AVGO
  • GOOGL
Brian Low Financial Group, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • MSFT
  • AMZN
  • AAPL
Cohen Klingenstein LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Rice Hall James & Associates, LLC

  • ARLO
  • ACIW
  • LGND
  • MEDP
  • LRN
  • FOUR
  • FN
Rice Hall James & Associates, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Hbw Advisory Services LLC

  • VOO
  • QQQ
  • SPMO
  • JEPI
  • COWZ
  • PAVE
  • SPTM
Hbw Advisory Services LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Emprise Bank

  • VGIT
  • AVDV
  • VTIP
  • DFEM
  • VTI
  • SGOV
  • VEA
Emprise Bank's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Mogy Joel R Investment Counsel Inc

  • NVDA
  • AAPL
  • MSFT
  • COST
  • GOOG
  • AMZN
  • GOOGL
Mogy Joel R Investment Counsel Inc's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Signature Resources Capital Management, LLC

  • DFSD
  • AVUS
  • DFAC
  • AVDE
  • DFIC
  • DFAU
  • AVEM
Signature Resources Capital Management, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Saybrook Capital

  • BRK-B
  • GOOG
  • GOOGL
  • AAPL
  • V
  • ADP
  • SHW
Saybrook Capital 's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Cmg Global Holdings, LLC

  • FBND
  • BND
  • BA
  • QQQ
  • SPY
  • AAPL
  • IWM
Cmg Global Holdings, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Tower View Investment Management & Research LLC

  • TSM
  • NVDA
  • MSFT
  • SPLG
  • LLY
  • VUG
  • GOOG
Tower View Investment Management & Research LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Hudson Valley Investment Advisors Inc

  • NVDA
  • SPIB
  • MSFT
  • LLY
  • SPSB
  • AAPL
  • ISRG
Hudson Valley Investment Advisors Inc 's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Burney CO

  • AAPL
  • VGIT
  • MSFT
  • GOOGL
  • NVDA
  • META
  • AVGO
Burney CO's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Nvwm, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • VTIP
  • GLD
  • USFR
Nvwm, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

K2 Financial Inc.

  • VEA
  • SCHX
  • BND
  • VTEB
  • MUB
  • SEIM
  • VWO
K2 Financial Inc.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

City State Bank

  • AAPL
  • BIV
  • DFCF
  • BSV
  • DFSD
  • VYM
  • MSFT
City State Bank's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Ridgemont Partners Management, LLC

Ridgemont Partners Management, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Life Steps Financial, Inc.

  • QQQ
  • SPY
  • NVDA
  • AAPL
  • MSFT
  • VTV
  • IJH
Life Steps Financial, Inc.'s Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Greenup Street Wealth Management LLC

  • AVDE
  • QQQ
  • IVV
  • AVEM
  • SLQD
  • IVE
  • VTV
Greenup Street Wealth Management LLC's Q3 2025 Portfolio