Filing on May 12, 2025 Q1 2025

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • BRK-A
  • IJR
  • VTI
  • DFSV
  • DFAI
Cahill Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Agur Provident & Training Funds Management LTD

  • SPLG
  • IVV
  • VOO
  • ITB
  • MA
  • XLF
  • NVDA
Agur Provident & Training Funds Management LTD's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Pinpoint Asset Management LTD

  • YMM
  • PDD
  • TSLA
  • BEKE
  • TAL
  • BABA
  • GLD
Pinpoint Asset Management LTD's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Wade Financial Advisory, Inc

  • VTI
  • VV
  • VEA
  • QUAL
  • VGIT
  • LRGF
  • ITOT
Wade Financial Advisory, Inc's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Delta Financial Group, Inc.

  • AAPL
  • MSFT
  • VUG
  • BRK-B
  • VGT
  • VTV
  • VCIT
Delta Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Us Financial Advisors, LLC

  • IWB
  • IVV
  • EFA
  • SPTI
  • VO
  • IWD
  • RDVY
Us Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Horan Capital Advisors, Llc.

  • IJH
  • AAPL
  • UITB
  • MSFT
  • SCHB
  • USTB
  • AVGO
Horan Capital Advisors, Llc.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Sheaff Brock Investment Advisors, LLC

  • AAPL
  • NVDA
  • LLY
  • MSFT
  • AMZN
  • IPDP
  • IBM
Sheaff Brock Investment Advisors, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Spectrum Wealth Counsel, LLC

  • SPY
  • IVV
  • XLK
  • AAPL
  • RDVI
  • QUAL
  • IUSB
Spectrum Wealth Counsel, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q3 2023

Genoa Capital Gestora De Recursos Ltda.

  • AMD
  • MSFT
  • QQQ
  • CPA
  • VALE
  • MELI
  • RIO
Genoa Capital Gestora De Recursos Ltda.'s Q3 2023 Portfolio
Filing on May 06, 2025 Q1 2025

Poplar Forest Capital LLC

  • T
  • CVS
  • ALL
  • NFG
  • EQH
  • TSN
  • D
Poplar Forest Capital LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Lindbrook Capital, LLC

  • VTI
  • VXUS
  • AAPL
  • GBDC
  • SPY
  • IWF
  • NVDA
Lindbrook Capital, LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Morningstar Investment Services LLC

  • VTI
  • BND
  • VEA
  • VGIT
  • VWO
  • META
  • VMBS
Morningstar Investment Services LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Foundry Partners, LLC

  • JPM
  • VZ
  • DUK
  • C
  • SHEL
  • BK
  • HIG
Foundry Partners, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Napatree Capital LLC

  • BRK-A
  • BRK-B
  • SPLG
  • IEMG
  • IEFA
  • AAPL
  • EFV
Napatree Capital LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Cable Hill Partners, LLC

  • DFAI
  • BRK-A
  • VTV
  • QUAL
  • VUG
  • DFAE
  • AGG
Cable Hill Partners, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Blue Pointe Capital Management, LLC

  • SPY
  • IWF
  • VOO
  • ACWI
  • NVDA
  • VEA
  • FDVV
Blue Pointe Capital Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Schechter Investment Advisors, LLC

  • VTV
  • VXUS
  • VUG
  • JAAA
  • SPY
  • MRK
  • AAPL
Schechter Investment Advisors, LLC's Q1 2025 Portfolio