Filing on Oct 05, 2023 Q3 2023

Qp Wealth Management, LLC

  • AAPL
  • FV
  • FPEI
  • TSLA
  • SPDW
  • AMZN
  • MSFT
Qp Wealth Management, LLC's Q3 2023 Portfolio
Filing on Oct 05, 2023 Q3 2023

Offit Capital Advisors LLC

  • CMTG
Offit Capital Advisors LLC's Q3 2023 Portfolio
Filing on Oct 04, 2023 Q3 2023

Highland Management Partners 9 LLC

  • RCAT
  • ZFOX
Highland Management Partners 9 LLC's Q3 2023 Portfolio
Filing on Sep 21, 2023 Q3 2022

Jefferies Group LLC

  • QQQ
  • EMB
  • HYG
  • SPY
  • LQD
  • EMB
  • SPY
Jefferies Group LLC's Q3 2022 Portfolio
Filing on Aug 17, 2023 Q2 2023

Ota Financial Group L.P.

  • OXYWS
  • BKNG
  • BRK-B
  • GOOGL
  • LBRDK
Ota Financial Group L.P.'s Q2 2023 Portfolio
Filing on Aug 15, 2023 Q2 2023

First Capital Advisors Group, Llc.

  • SSUS
  • QQQ
  • AAPL
  • GSLC
  • GLD
  • JPUS
  • ITOT
First Capital Advisors Group, Llc.'s Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Lumature Wealth Partners, LLC

  • BNL
  • IVV
  • VUG
  • VTV
  • IEFA
  • AAPL
  • XLK
Lumature Wealth Partners, LLC's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Thomas White International LTD

  • TSM
  • SHEL
  • TCEHY
  • HDB
  • GLNCY
  • IBN
  • KB
Thomas White International LTD's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Prostatis Group LLC

  • SPY
  • QQQ
  • DIA
  • DIVO
  • ARKQ
  • XSD
  • IYK
Prostatis Group LLC's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Springhouse Capital Management, LP

  • C
  • WILC
  • SPNT
  • GBLI
  • EXPE
  • CLMT
  • REAL
Springhouse Capital Management, LP's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Valley Financial Management, Inc.

  • VONG
  • MOAT
  • EUDG
  • HEDJ
  • VTV
  • SOXX
  • AGG
Valley Financial Management, Inc.'s Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Jana Partners LLC

  • FRPT
  • THS
  • NEWR
  • FIS
  • MRCY
  • SPY
  • LH
Jana Partners LLC's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Linker Capital Management Inc.

  • SPY
  • MDY
  • AAPL
  • AFL
  • FISV
  • DIA
  • ACN
Linker Capital Management Inc.'s Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Kemper Corp Master Retirement Trust

  • VCLT
  • IGLB
Kemper Corp Master Retirement Trust's Q2 2023 Portfolio
Filing on Aug 14, 2023 Q2 2023

Silicon Hills Wealth Management, LLC

  • DFSD
  • AVUS
  • AVDV
  • AVSU
  • AVUV
  • QMOM
  • AAPL
Silicon Hills Wealth Management, LLC's Q2 2023 Portfolio
Filing on Aug 11, 2023 Q2 2023

Pfs Investments Inc.

  • MBB
  • SPDW
  • SPYG
  • QQQM
  • IVV
  • SPYV
  • QUAL
Pfs Investments Inc.'s Q2 2023 Portfolio
Filing on Aug 11, 2023 Q2 2023

Lightspeed Ultimate General Partner Ix, Ltd.

  • BLND
Lightspeed Ultimate General Partner Ix, Ltd.'s Q2 2023 Portfolio
Filing on Aug 11, 2023 Q2 2023

Bloom Tree Partners, LLC

  • PBRA
  • JD
  • GOOG
  • CCK
  • C
  • OKTA
  • WDAY
Bloom Tree Partners, LLC's Q2 2023 Portfolio