Filing on Oct 15, 2025 Q3 2025

Zwj Investment Counsel Inc

  • GOOG
  • ORCL
  • NVDA
  • MSFT
  • AVGO
  • KO
  • ABBV
Zwj Investment Counsel Inc's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Vestia Personal Wealth Advisors

  • DFIV
  • DFAC
  • DFIC
  • DFAT
  • DFUV
  • DFSV
  • DFAS
Vestia Personal Wealth Advisors's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Bar Harbor Wealth Management

  • XLK
  • IVV
  • AAPL
  • AGG
  • LLY
  • MSFT
  • JNJ
Bar Harbor Wealth Management's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • BIL
  • MSFT
  • AAPL
  • NVDA
  • BUFR
Iams Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Cabana LLC

  • VNQ
  • JAAA
  • XLI
  • ILF
  • XLP
  • XLY
  • QQQM
Cabana LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Marshall & Sullivan Inc

  • IWM
  • MSFT
  • GOOGL
  • VWO
  • MA
  • SCHW
  • HD
Marshall & Sullivan Inc 's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Flp Wealth Management, LLC

  • WMT
  • SIVR
  • PHYS
  • MUB
  • IEF
  • IWY
  • IEI
Flp Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Cornercap Investment Counsel Inc

  • JNJ
  • WFC
  • CSCO
  • C
  • JPM
  • ABBV
  • COP
Cornercap Investment Counsel Inc's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Robbins Farley LLC

  • NVDA
  • SCHD
  • AMZN
  • AVGO
  • TJX
  • CAT
  • MLM
Robbins Farley LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Alpine Woods Capital Investors, LLC

  • QQQ
  • AVGO
  • JPM
  • AAPL
  • WFC
  • GOOG
  • MSFT
Alpine Woods Capital Investors, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025
Filing on Oct 15, 2025 Q3 2025

Sagace Wealth Management LLC

  • VCIT
  • VO
  • VCLT
  • RSP
  • BIV
  • VEA
  • SCHP
Sagace Wealth Management LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • NVDA
  • LMT
  • VTIP
  • ORCL
  • MSFT
Jeppson Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Home Federal Bank Of Tennessee

  • IVV
  • IVE
  • IJS
  • LLY
  • MSFT
  • AAPL
  • RTX
Home Federal Bank Of Tennessee's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Harbor Capital Advisors, Inc.

  • IVV
  • EEM
  • EFA
  • NVDA
  • GOOGL
  • MSFT
  • AAPL
Harbor Capital Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Higgins & Schmidt Wealth Strategies LLC

  • SPYG
  • SPYV
  • SPDW
  • SPMD
  • AVEM
  • SPTI
  • IVW
Higgins & Schmidt Wealth Strategies LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Hrc Wealth Management, LLC

  • SCHG
  • SCHV
  • SCHX
  • VOT
  • SLYG
  • SCHD
  • AAPL
Hrc Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025