Filing on Aug 04, 2023 Q2 2023

Ulrich Consultants & Investment Group, LLC

  • VONG
  • VOO
  • SPY
  • DSI
  • EFA
  • HCA
  • DIVO
Ulrich Consultants & Investment Group, LLC's Q2 2023 Portfolio
Filing on Aug 04, 2023 Q2 2023

Lapides Asset Management, LLC

  • EEFT
  • IWM
  • KN
  • CRTO
  • ITGR
  • ADT
  • ADTN
Lapides Asset Management, LLC's Q2 2023 Portfolio
Filing on Aug 02, 2023 Q2 2023

First Growth Investment Manager LP

  • NOW
  • FIVN
  • WDAY
  • PAYC
  • BL
  • SHOP
  • MELI
First Growth Investment Manager LP's Q2 2023 Portfolio
Filing on Aug 02, 2023 Q2 2023

Efg Capital International Corp.

  • MSFT
  • IWM
  • AAPL
  • AMZN
  • MA
  • UNH
  • VRSK
Efg Capital International Corp.'s Q2 2023 Portfolio
Filing on Aug 01, 2023 Q2 2023

Kistler Tiffany Companies, LLC

  • VV
  • VOO
  • AAPL
  • VYM
  • SPIB
  • WST
  • VTI
Kistler Tiffany Companies, LLC's Q2 2023 Portfolio
Filing on Aug 01, 2023 Q2 2023

Moelis Asset Management LP

  • SPY
Moelis Asset Management LP's Q2 2023 Portfolio
Filing on Aug 01, 2023 Q2 2023

Bdo Wealth Advisors, LLC

  • IEFA
  • RSP
  • EFA
  • IJH
  • IVV
  • IEMG
  • AAPL
Bdo Wealth Advisors, LLC's Q2 2023 Portfolio
Filing on Jul 31, 2023 Q2 2023

Voce Capital Management LLC

  • CUTR
  • EVH
  • RDNT
  • CALX
  • VMD
  • DCGO
  • CIEN
Voce Capital Management LLC's Q2 2023 Portfolio
Filing on Jul 31, 2023 Q2 2023

Ten Capital Wealth Advisors, LLC

  • JAAA
  • FIXD
  • GSLC
  • JEPI
  • DGRO
  • RDVY
  • FVD
Ten Capital Wealth Advisors, LLC's Q2 2023 Portfolio
Filing on Jul 31, 2023 Q2 2023

Cowen Prime Advisors LLC

  • PDFS
  • THRY
  • INSE
  • ASPN
  • HLIT
  • ITI
  • DMRC
Cowen Prime Advisors LLC's Q2 2023 Portfolio
Filing on Jul 31, 2023 Q2 2023

Bms Financial Advisors, LLC

  • IVV
  • QQEW
  • DLN
  • SPTI
  • SPGP
  • IUSB
  • BSV
Bms Financial Advisors, LLC's Q2 2023 Portfolio
Filing on Jul 31, 2023 Q2 2023

Tiaa, Fsb

  • IEFA
  • IEMG
  • IWS
  • IWP
  • VEA
  • VUG
  • IWY
Tiaa, Fsb's Q2 2023 Portfolio
Filing on Jul 27, 2023 Q2 2023

Ea Series Trust

  • XOM
  • CVX
  • SGOV
  • MSFT
  • COP
  • AAPL
  • BIL
Ea Series Trust's Q2 2023 Portfolio
Filing on Jul 27, 2023 Q2 2023

Carlsbad Wealth Advisory Group, Inc.

  • SCHX
  • SCHG
  • SCHV
  • VEA
  • SCHP
  • BIV
  • BSV
Carlsbad Wealth Advisory Group, Inc.'s Q2 2023 Portfolio
Filing on Jul 26, 2023 Q2 2023

Relaxing Retirement Coach

  • DFUS
  • DFIC
  • DFAS
  • DFEM
  • DFCF
  • DFAT
  • DFNM
Relaxing Retirement Coach's Q2 2023 Portfolio
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Filing on Jul 25, 2023 Q2 2023

Leo Brokerage, LLC

  • JNJ
  • AVUS
  • ESGV
  • AAPL
  • VSGX
  • AMZN
  • GSLC
Leo Brokerage, LLC's Q2 2023 Portfolio
Filing on Jul 24, 2023 Q2 2023

Bergan Kdv Wealth Management, LLC

  • SCHR
  • SCHF
  • MBB
  • VCSH
  • VIG
  • SCHA
  • IEFA
Bergan Kdv Wealth Management, LLC's Q2 2023 Portfolio