Filing on Nov 01, 2024 Q3 2024

First Personal Financial Services

  • MSFT
  • ACN
  • GOOGL
  • WM
  • IVV
  • TMO
  • PG
First Personal Financial Services's Q3 2024 Portfolio
Filing on Nov 01, 2024 Q3 2024

Pegasus Partners Ltd.

  • ITOT
  • IVV
  • IWY
  • IWV
  • IWX
  • IWR
  • SPY
Pegasus Partners Ltd.'s Q3 2024 Portfolio
Filing on Nov 01, 2024 Q3 2024

Source Financial Advisors LLC

  • UBER
  • SPY
  • MKTX
  • IVV
  • GOVT
  • VTI
  • IXUS
Source Financial Advisors LLC's Q3 2024 Portfolio
Filing on Nov 01, 2024 Q3 2024

Spider Rock Advisors, LLC

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • U
Spider Rock Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 31, 2024 Q3 2024

Harvest Volatility Management LLC

  • VYM
  • VCSH
  • JNK
  • PFF
  • TOTL
  • VWOB
Harvest Volatility Management LLC's Q3 2024 Portfolio
Filing on Oct 31, 2024 Q3 2024

Aspire Wealth Management Corp

  • XMMO
  • IWY
  • FNDF
  • COWZ
  • FNDX
  • MOAT
  • XSVM
Aspire Wealth Management Corp's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

Family Asset Management, LLC

  • SCHG
  • QUAL
  • IEFA
  • IVW
  • DGRO
  • AAPL
  • EFA
Family Asset Management, LLC's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

River Vest Venture Management LLC

  • RPHM
  • SPRB
  • XLO
River Vest Venture Management LLC's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

Divergent Wealth Advisors

  • IVV
  • SHV
  • AGG
  • ONEQ
  • IDEV
  • TFLO
  • IJH
Divergent Wealth Advisors's Q3 2024 Portfolio
Filing on Oct 30, 2024 Q3 2024

Cary Street Partners Asset Management LLC

  • TACK
  • VTV
  • SPYG
  • VUG
  • JEPI
  • VONV
  • SPSM
Cary Street Partners Asset Management LLC's Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Garrison Asset Management, LLC

  • AVGO
  • ANET
  • AZO
  • ABBV
  • ACN
  • SCHB
  • WM
Garrison Asset Management, LLC's Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Fort Pitt Capital Group, LLC

  • AVGO
  • TMO
  • SCHG
  • SBUX
  • GOOGL
  • AMD
  • AJG
Fort Pitt Capital Group, LLC's Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Carmichael Hill & Associates, Inc.

  • AAPL
  • MSFT
  • SCHB
  • SCHX
  • BRK-B
  • VGT
  • RSP
Carmichael Hill & Associates, Inc.'s Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Fort, L.P.

  • AAPL
  • MSFT
  • GOOGL
  • META
  • WMT
  • HD
  • GE
Fort, L.P.'s Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Biechele Royce Advisors

  • AAPL
  • BK
  • AMAT
  • AMGN
  • MDT
  • CVS
  • BWA
Biechele Royce Advisors's Q3 2024 Portfolio
Filing on Oct 25, 2024 Q3 2024

Industry Ventures, L.L.C.

  • MQ
  • SNOW
Industry Ventures, L.L.C.'s Q3 2024 Portfolio
Filing on Oct 25, 2024 Q3 2024

Tnf LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • IVW
  • EFG
  • DYNF
Tnf LLC's Q3 2024 Portfolio
Filing on Oct 24, 2024 Q3 2024

Insight Folios Inc

  • OKE
  • OHI
  • T
  • ET
  • SO
  • IBM
  • XOM
Insight Folios Inc's Q3 2024 Portfolio