Filing on Feb 10, 2025 Q4 2024

Gray Wealth Management Inc.

  • VIG
  • VUG
  • IVV
  • VB
  • AAPL
  • VO
  • MGC
Gray Wealth Management Inc.'s Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Criterion Capital Advisors, LLC

  • DFIC
  • GIGB
  • DFAC
  • AAPL
  • DFAS
  • BRK-B
  • ORCL
Criterion Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Madison Investment Advisors, LLC

  • ACGL
  • GOOG
  • PCAR
  • CPRT
  • IT
  • ROST
  • BRO
Madison Investment Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Wintrust Investments LLC

  • IJH
  • AAPL
  • IVV
  • IWM
  • BRK-B
  • RSP
  • TFLO
Wintrust Investments LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024
Filing on Feb 07, 2025 Q4 2024

Epiq Capital Group, LLC

  • IWB
  • VTI
  • ACWI
  • IAU
  • META
  • IJR
  • GLD
Epiq Capital Group, LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Lepercq Multi Asset Fund

  • SPY
  • EFA
  • QQQ
  • ACWI
  • LNDC
  • SQFT
  • CLAR
Lepercq Multi Asset Fund's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Quantitative Strategies, Inc.

  • IVW
  • IVE
  • LQD
  • TLH
  • IJR
  • XLK
  • IGIB
Quantitative Strategies, Inc.'s Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Coordinated Financial Services, Inc.

  • IVV
  • SPY
  • VTI
  • GOVT
  • VB
  • SCHD
  • AAPL
Coordinated Financial Services, Inc.'s Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Park Avenue Institutional Advisers LLC

  • MBB
  • BKLN
  • SRLN
Park Avenue Institutional Advisers LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

River & Mercantile Asset Management LLP

  • MSFT
  • GOOGL
  • TSM
  • AVGO
  • FIX
  • MA
  • COST
River & Mercantile Asset Management LLP's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Leverage Partners Absolute Return Fund Spc

  • GOOG
  • COST
  • DEO
  • TSLA
  • NVDA
  • HOOD
  • MTN
Leverage Partners Absolute Return Fund Spc's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Signify Wealth

  • IYW
  • VGSH
  • SPY
  • NETZ
  • TSLA
  • AMZN
  • AAPL
Signify Wealth's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Wr Wealth Planners, LLC

  • SPY
  • GBIL
  • COWZ
  • AVDE
  • AVUS
  • QQQ
  • AVSF
Wr Wealth Planners, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Private Capital Management LLC

  • DFUS
  • DFAI
  • JCPB
  • SPHQ
  • UITB
  • VTV
  • VONE
Private Capital Management LLC's Q4 2024 Portfolio
Filing on Feb 04, 2025 Q4 2024

Daner Wealth Management, LLC

  • DFAC
  • OMFL
  • VV
  • DFCF
  • VO
  • DFAS
  • IEFA
Daner Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 04, 2025 Q4 2024

Lake Street Advisors Group, LLC

  • SPY
  • SGOV
  • VOO
  • VWO
  • VEA
  • VTI
  • IWB
Lake Street Advisors Group, LLC's Q4 2024 Portfolio
Filing on Feb 04, 2025 Q4 2024

Tull Financial Group, Inc.

  • SPY
  • JQUA
  • IEFA
  • SPLG
  • VOOV
  • VYMI
  • SCHD
Tull Financial Group, Inc.'s Q4 2024 Portfolio