Filing on Mar 06, 2025 Q4 2024

Iron Oak Wealth Llc.

  • BYLD
  • TSLA
  • META
  • NVDA
  • AMZN
  • BUFR
  • PSFF
Iron Oak Wealth Llc.'s Q4 2024 Portfolio
Filing on Feb 26, 2025 Q4 2024

Carolinas Wealth Consulting LLC

  • VONG
  • VOO
  • BIV
  • QQQ
  • IWF
  • VONV
  • SCHD
Carolinas Wealth Consulting LLC's Q4 2024 Portfolio
Filing on Feb 25, 2025 Q4 2024

National Asset Management, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • VUG
  • VTV
National Asset Management, Inc.'s Q4 2024 Portfolio
Filing on Feb 24, 2025 Q4 2024

Cypress Asset Management Inc

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AVGO
  • AMZN
  • JPM
Cypress Asset Management Inc's Q4 2024 Portfolio
Filing on Feb 20, 2025 Q4 2024

Montchanin Asset Management, LLC

  • AAPL
  • MSFT
  • KMI
  • GOOG
  • JPM
  • CTAS
  • HD
Montchanin Asset Management, LLC's Q4 2024 Portfolio
Filing on Feb 20, 2025 Q4 2024

Amiral Gestion

  • GOOGL
  • META
  • PYPL
  • ADBE
  • PEP
  • KO
  • PDD
Amiral Gestion's Q4 2024 Portfolio
Filing on Feb 20, 2025 Q4 2024

Peak Retirement Planning, Inc.

  • SGOV
  • VOO
  • QQQ
  • XLF
  • XLP
  • XLC
  • VNQ
Peak Retirement Planning, Inc.'s Q4 2024 Portfolio
Filing on Feb 19, 2025 Q4 2024

Warm Springs Advisors Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • IVV
Warm Springs Advisors Inc.'s Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024

Cape Cod Five Cents Savings Bank

  • IVV
  • IJH
  • VCIT
  • IEFA
  • SPTS
  • AAPL
  • IJR
Cape Cod Five Cents Savings Bank's Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024
Filing on Feb 18, 2025 Q4 2024

Vise Technologies, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • VCIT
  • META
  • GOOGL
Vise Technologies, Inc.'s Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024

Northwest Bank & Trust CO

  • AAPL
  • NVDA
  • GII
  • MSFT
  • META
  • AMZN
  • JPM
Northwest Bank & Trust CO's Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024

Blue Fin Capital, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOGL
  • IGSB
Blue Fin Capital, Inc.'s Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024
Filing on Feb 14, 2025 Q4 2024

Kolinsky Wealth Management, LLC

  • SCHX
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • LVHI
  • COWZ
Kolinsky Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Lantern Wealth Advisors, LLC

  • AAPL
  • AVUS
  • RSP
  • BX
  • AVUV
  • BND
  • AMZN
Lantern Wealth Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Bison Wealth, LLC

  • IEF
  • AAPL
  • QQQ
  • NVDA
  • SCHD
  • MSFT
  • SPLG
Bison Wealth, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

B. Riley Financial, Inc.

  • BW
  • DDI
  • CDZI
  • LSEA
  • TACT
  • EGHT
  • RGF
B. Riley Financial, Inc.'s Q4 2024 Portfolio