Filing on Jul 12, 2023 Q2 2023

First National Bank Of South Miami

  • EFA
  • MSFT
  • IVV
  • LQD
  • VXF
  • IJH
  • IGSB
First National Bank Of South Miami's Q2 2023 Portfolio
Filing on Jul 06, 2023 Q2 2023

Piershale Financial Group, Inc.

  • BIL
  • SCHX
  • DIA
  • QQQ
  • SCHG
  • SCHV
  • EFA
Piershale Financial Group, Inc.'s Q2 2023 Portfolio
Filing on May 30, 2023 Q1 2023

Fullen Financial Group

  • BIV
  • VEU
  • BSV
  • VB
  • VTV
  • IGSB
  • VUG
Fullen Financial Group's Q1 2023 Portfolio
Filing on May 24, 2023 Q1 2023

Gilfoyle Foundation Trust

  • HMC
Gilfoyle Foundation Trust's Q1 2023 Portfolio
Filing on May 22, 2023 Q1 2023

Aspireon Wealth Advisors

  • IVV
  • TLT
  • IWB
  • TIP
  • IAU
  • VOO
  • HYG
Aspireon Wealth Advisors's Q1 2023 Portfolio
Filing on May 18, 2023 Q1 2023

Hnp Capital LLC

  • VTIP
  • VGSH
  • IGSB
  • VRIG
  • VMBS
  • RSP
  • SHYG
Hnp Capital LLC's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Zebra Capital Management LLC

  • CVI
  • CNXN
  • AMKR
  • VIR
  • UFPI
  • PDCO
  • ODP
Zebra Capital Management LLC's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Odey Asset Management Group LTD

  • DB
  • UBS
  • RYAAY
  • CDZI
  • BMA
  • GOLD
  • STLA
Odey Asset Management Group LTD's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Ascendant Capital Management, LLC

  • BIL
  • MUB
  • SRLN
  • FLOT
  • BAB
  • BNDX
  • TLT
Ascendant Capital Management, LLC's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Avalon Investment & Advisory

  • LRCX
  • AAPL
  • GOOGL
  • MSFT
  • CVX
  • UNH
  • MRK
Avalon Investment & Advisory's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Kula Investments, LLC

  • SPY
  • WRB
  • GM
  • WU
  • NTAP
  • ALL
  • ABT
Kula Investments, LLC's Q1 2023 Portfolio
Filing on May 15, 2023 Q1 2023

Chimera Capital Management LLC

  • EAT
  • SBH
  • HIMS
  • OXM
  • SBUX
  • OSTK
  • PLCE
Chimera Capital Management LLC's Q1 2023 Portfolio
Filing on May 12, 2023 Q1 2023

Hitchwood Capital Management LP

  • TSLA
  • FND
  • MSFT
  • AMZN
  • META
  • BRK-B
  • TW
Hitchwood Capital Management LP's Q1 2023 Portfolio
Filing on May 12, 2023 Q1 2023

Quantitative Advantage, LLC

  • DUHP
  • VTI
  • IYW
  • TILT
  • VEU
  • MOAT
  • RYT
Quantitative Advantage, LLC's Q1 2023 Portfolio
Filing on May 12, 2023 Q1 2023

Security Asset Management

  • AAPL
  • JPM
  • DHR
  • MSFT
  • MA
  • ROP
  • BLK
Security Asset Management's Q1 2023 Portfolio
Filing on May 12, 2023 Q1 2023

Southern Wealth Management, LLP

  • IEFA
  • SCHC
  • VUG
  • IEMG
  • IWF
  • VOO
  • EEMV
Southern Wealth Management, LLP's Q1 2023 Portfolio
Filing on May 11, 2023 Q1 2023

Clear Perspectives Financial Planning, LLC

  • PG
  • VYM
  • RSP
  • VTV
  • VOO
  • SGOV
  • VIG
Clear Perspectives Financial Planning, LLC's Q1 2023 Portfolio
Filing on May 11, 2023 Q1 2023

Ford Financial Group, LLC

  • SPYV
  • SPYG
  • NTSX
  • SLYV
  • SPTM
  • SPY
  • VTI
Ford Financial Group, LLC's Q1 2023 Portfolio