Filing on Jul 31, 2025 Q2 2025
Filing on Jul 31, 2025 Q2 2025

Future You Wealth LLC

  • IVV
  • VEA
  • DLN
  • SHV
  • VTI
  • SHY
  • VOO
Future You Wealth LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Moser Wealth Advisors, LLC

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • VBR
  • BRK-B
  • MA
Moser Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

Money Design Co.,Ltd.

  • VTV
  • VUG
  • LQD
  • VGK
  • MBB
  • TLT
  • VWO
Money Design Co.,Ltd.'s Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Schnieders Capital Management LLC

  • MSFT
  • AAPL
  • AMZN
  • META
  • QQQ
  • GOOGL
  • NVDA
Schnieders Capital Management LLC's Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

First National Bank Of Mount Dora, Trust Investment Services

  • NVDA
  • SPY
  • MSFT
  • AVGO
  • AAPL
  • JPM
  • COST
First National Bank Of Mount Dora, Trust Investment Services's Q2 2025 Portfolio
Filing on Jul 28, 2025 Q2 2025

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • ABT
  • SPLG
  • VTI
  • BIL
  • AMZN
Prairie Sky Financial Group LLC's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Priebe Wealth Holdings LLC

  • SPLG
  • DUSA
  • ARKW
  • BRK-B
  • SDVY
  • SPYG
  • BILS
Priebe Wealth Holdings LLC's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Atria Wealth Solutions, Inc.

  • IVV
  • NVDA
  • QQQ
  • AAPL
  • MSFT
  • SPY
  • QUAL
Atria Wealth Solutions, Inc.'s Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Gw Henssler & Associates LTD

  • BUFD
  • AAPL
  • MSFT
  • IJJ
  • META
  • ICE
  • GOOGL
Gw Henssler & Associates LTD's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Wealth Advisory Team LLC

  • ACIO
  • DRSK
  • DFUS
  • DBEF
  • UCON
  • VYM
  • BIV
Wealth Advisory Team LLC's Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVDV
Prairie View Partners, LLC's Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Evolution Advisers, Inc.

  • VEA
  • VUG
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Aurora Private Wealth, Inc.

  • SPY
  • AAPL
  • QQQ
  • META
  • FTSL
  • NVDA
  • BRK-B
Aurora Private Wealth, Inc.'s Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Total Wealth Planning & Management, Inc.

  • MSFT
  • AAPL
  • AMZN
  • ABBV
  • UNM
  • NVDA
  • AVGO
Total Wealth Planning & Management, Inc.'s Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Copperwynd Financial, LLC

  • VUG
  • IWB
  • MGK
  • VTV
  • VEA
  • GBCI
  • AAPL
Copperwynd Financial, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Bingham Private Wealth, LLC

  • MSFT
  • AMZN
  • AVGO
  • BIL
  • NVDA
  • SPY
  • AAPL
Bingham Private Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Wormser Freres Gestion

  • MSFT
  • AMZN
  • V
  • SYK
  • PANW
  • EMR
  • PTC
Wormser Freres Gestion's Q2 2025 Portfolio