Filing on Jan 11, 2023 Q4 2022

Jenkins Wealth

  • BIL
  • VTV
  • QQQ
  • VUG
  • SPY
  • IEF
  • HYG
Jenkins Wealth's Q4 2022 Portfolio
Filing on Jan 11, 2023 Q4 2022

New England Guild Wealth Advisors, Inc.

  • VXUS
  • BSV
  • VCSH
  • SPY
  • VTI
  • REGL
  • NOBL
New England Guild Wealth Advisors, Inc.'s Q4 2022 Portfolio
Filing on Jan 09, 2023 Q4 2022

Align Wealth Management, LLC

  • DFAC
  • VGLT
  • DFAT
  • MUB
  • DFAX
  • DFIC
  • DFEM
Align Wealth Management, LLC's Q4 2022 Portfolio
Filing on Dec 05, 2022 Q3 2022

Lfs Asset Management

  • PFF
  • IYK
  • UNH
  • MCD
  • AOM
  • RWM
  • AAPL
Lfs Asset Management's Q3 2022 Portfolio
Filing on Nov 29, 2022 Q3 2022

Salem Capital Management Inc

  • MSFT
  • MRK
  • PFE
  • BAC
  • HON
  • WY
  • CSCO
Salem Capital Management Inc's Q3 2022 Portfolio
Filing on Nov 21, 2022 Q3 2022

Four Thought Financial, LLC

  • AAPL
  • MSFT
  • NEE
  • LMT
  • AMT
  • PEP
  • ABT
Four Thought Financial, LLC's Q3 2022 Portfolio
Filing on Nov 18, 2022 Q3 2022

Castle Ark Alternatives, LLC

  • TQQQ
  • SWN
  • EQT
  • LNG
  • QQQ
  • MPC
  • COP
Castle Ark Alternatives, LLC's Q3 2022 Portfolio
Filing on Nov 15, 2022 Q3 2022

Doyle Wealth Management

  • ICSH
  • AAPL
  • VIG
  • MSFT
  • JNJ
  • AMZN
  • WMT
Doyle Wealth Management's Q3 2022 Portfolio
Filing on Nov 15, 2022 Q3 2022

Pinz Capital Management, LP

  • CRBG
  • BMAC
  • ASZ
  • SIER
  • CVII
  • BACA
  • BNNR
Pinz Capital Management, LP's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Truvvo Partners LLC

  • GS
  • AAPL
  • VOO
  • EFA
  • MSFT
  • HD
  • MAR
Truvvo Partners LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Covington Capital Management

  • MSFT
  • AAPL
  • SJW
  • UNH
  • AMZN
  • COST
  • CVX
Covington Capital Management's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Milestone Wealth, LLC

  • GSLC
  • GCOR
  • GSUS
  • GSIE
  • GSSC
  • GIGB
  • GTIP
Milestone Wealth, LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Accel Leaders Fund Ii Associates L.L.C.

  • BMBL
  • BRDS
Accel Leaders Fund Ii Associates L.L.C.'s Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Addition Three General Partner, L.P.

  • ONEM
Addition Three General Partner, L.P.'s Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Kore Private Wealth LLC

  • OMFL
  • AAPL
  • SPY
  • NEAR
  • XLK
  • TSLA
  • IAU
Kore Private Wealth LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Third Security, LLC

  • PGEN
  • KMI
  • ABBV
  • IBM
  • AAPL
  • MSFT
  • VZ
Third Security, LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Saddle Point Management, L.P.

  • GTN
  • CHTR
  • DBX
  • SLM
  • LIND
  • VRRM
  • GOOGL
Saddle Point Management, L.P.'s Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Granite Hill India Partners, LLC

  • S
Granite Hill India Partners, LLC's Q3 2022 Portfolio