Filing on Sep 25, 2025 Q2 2025

Capital A Wealth Management, LLC

  • MSFT
  • AAPL
  • SCHB
  • PNC
  • HBAN
  • AMZN
  • NVDA
Capital A Wealth Management, LLC's Q2 2025 Portfolio
Filing on Sep 03, 2025 Q2 2025

Hatteras Investment Partners, LP

Hatteras Investment Partners, LP's Q2 2025 Portfolio
Filing on Aug 28, 2025 Q2 2025

Stark Wealth Management LLC

  • SPY
  • QUAL
  • DYNF
  • QLC
  • IVW
  • EFV
  • OEF
Stark Wealth Management LLC's Q2 2025 Portfolio
Filing on Aug 26, 2025 Q2 2025

Claris Financial LLC

  • FVD
  • MTUM
  • VUG
  • NVDA
  • MSFT
  • AAPL
  • FTCS
Claris Financial LLC's Q2 2025 Portfolio
Filing on Aug 20, 2025 Q2 2025

North Dallas Bank & Trust CO

  • MSFT
  • MUB
  • AAPL
  • EFA
  • AMZN
  • GOOGL
  • NVDA
North Dallas Bank & Trust CO's Q2 2025 Portfolio
Filing on Aug 18, 2025 Q2 2025

Tyler Stone Wealth Management

  • NVDA
  • DGRW
  • AAPL
  • IVV
  • PH
  • PLTR
  • JPST
Tyler Stone Wealth Management's Q2 2025 Portfolio
Filing on Aug 18, 2025 Q2 2025

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Wellington Capital Management, Inc.

  • MSFT
  • SEIC
  • WMT
  • LOW
  • TXN
  • VTI
  • NVS
Wellington Capital Management, Inc.'s Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Sky View Investment Advisors, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • IEI
  • IAU
Sky View Investment Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • BXSL
  • QQQ
  • SPY
  • DGRO
Northeast Financial Consultants Inc's Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Semmax Financial Advisors Inc.

  • FLOT
  • VUG
  • JPM
  • JAAA
  • VOO
  • NEAR
  • BKNG
Semmax Financial Advisors Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Montag & Caldwell, LLC

  • V
  • MSFT
  • INTU
  • GOOGL
  • AMZN
  • NVDA
  • PANW
Montag & Caldwell, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Silicon Valley Community Foundation

  • SPY
  • BRK-A
  • SQ
  • BRK-B
Silicon Valley Community Foundation's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Alpen Global Capital LLC

  • NFLX
  • TSLA
  • AMZN
  • MELI
  • CMG
  • BKNG
  • MSFT
Alpen Global Capital LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

E Fund Management Co., Ltd.

  • PDD
  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • TME
  • AMZN
E Fund Management Co., Ltd.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Empirical Capital Management, LLC

  • PLTR
  • ROKU
  • AMZN
  • WMT
  • TTWO
  • TJX
  • COST
Empirical Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Wfa Of San Diego, LLC

  • AAPL
  • VTI
  • LECO
  • BND
  • BRK-B
  • VONG
  • AMZN
Wfa Of San Diego, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Repertoire Partners LP

  • SPY
  • AMBC
  • IWM
  • AMBC
  • GNW
  • SNBR
  • GCI
Repertoire Partners LP's Q2 2025 Portfolio