Filing on Mar 11, 2025 Q4 2024

Campbell Deegan Wealth Management, LLC

  • FDLO
  • SPGP
  • VTV
  • VUG
  • AAPL
  • MSFT
  • SPY
Campbell Deegan Wealth Management, LLC's Q4 2024 Portfolio
Filing on Mar 11, 2025 Q4 2024

Lighthouse Financial LLC

  • NVDA
  • VCLT
  • QQQ
  • JEPQ
  • IVV
  • IVE
  • VCSH
Lighthouse Financial LLC's Q4 2024 Portfolio
Filing on Mar 10, 2025 Q4 2024

Anchor Pointe Wealth Management, LLC

  • MGK
  • MGV
  • PG
  • AAPL
  • IVV
  • IVW
  • MINT
Anchor Pointe Wealth Management, LLC's Q4 2024 Portfolio
Filing on Mar 10, 2025 Q4 2024

Spring Vest Wealth Management LLC

  • VCIT
  • BRK-B
  • SPY
  • VUSB
  • VCSH
  • SCHV
  • DFCF
Spring Vest Wealth Management LLC's Q4 2024 Portfolio
Filing on Mar 10, 2025 Q4 2024

Old North State Trust, LLC

  • AAPL
  • IUSB
  • SPY
  • NVDA
  • MSFT
  • LLY
  • VEA
Old North State Trust, LLC's Q4 2024 Portfolio
Filing on Mar 10, 2025 Q4 2024

Capstone Triton Financial Group, LLC

  • AAPL
  • AMZN
  • NVDA
  • WMT
  • MSFT
  • GOOG
  • VNLA
Capstone Triton Financial Group, LLC's Q4 2024 Portfolio
Filing on Mar 10, 2025 Q4 2024

General Pension Society Pzu Joint Stock CO

  • AMZN
  • FCX
  • SCCO
  • GOOG
  • GOOGL
  • FDX
  • BAC
General Pension Society Pzu Joint Stock CO's Q4 2024 Portfolio
Filing on Mar 07, 2025 Q4 2024

Mattson Financial Services, LLC

  • MSFT
  • SPYI
  • AMZN
  • AAPL
  • SPLG
  • XBJL
  • NVDA
Mattson Financial Services, LLC's Q4 2024 Portfolio
Filing on Mar 07, 2025 Q4 2024
Filing on Mar 07, 2025 Q4 2024

Aegis Wealth Management LLC

  • IVV
  • DFAI
  • DFAS
  • DFUV
  • ITOT
  • DFAU
  • VGSH
Aegis Wealth Management LLC's Q4 2024 Portfolio
Filing on Mar 07, 2025 Q4 2024

Bannerman Wealth Management Group, LLC

  • DFAC
  • DFCF
  • DFAS
  • DFAI
  • AVLV
  • AVUS
  • DFAE
Bannerman Wealth Management Group, LLC's Q4 2024 Portfolio
Filing on Mar 07, 2025 Q3 2024

Pensioenfonds Rail & Ov

  • MSFT
  • ADI
  • APH
  • AXP
  • ECL
  • MCHP
  • BKNG
Pensioenfonds Rail & Ov's Q3 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Alpha Wealth Funds, LLC

  • SGOV
  • SPY
  • XLV
  • AAPL
  • MDY
  • LQD
  • ET
Alpha Wealth Funds, LLC's Q4 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Copia Wealth Management

  • TBIL
  • SPLG
  • COWZ
  • SPYV
  • GLD
  • XLG
  • STIP
Copia Wealth Management's Q4 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Iron Oak Wealth Llc.

  • BYLD
  • TSLA
  • META
  • NVDA
  • AMZN
  • BUFR
  • PSFF
Iron Oak Wealth Llc.'s Q4 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Elite Financial, Inc.

  • SCHD
  • VTV
  • VONG
  • IVV
  • IUSB
  • XLK
  • VGSH
Elite Financial, Inc.'s Q4 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Arcadia Wealth Management, Inc.

  • DFAC
  • AVUS
  • DFAI
  • AVUV
  • DFAR
  • DFSD
  • DFCF
Arcadia Wealth Management, Inc.'s Q4 2024 Portfolio
Filing on Mar 06, 2025 Q4 2024

Wood Tarver Financial Group, LLC

  • VTI
  • CGCP
  • DAUG
  • VCSH
  • CGDV
  • QUAL
  • SPGP
Wood Tarver Financial Group, LLC's Q4 2024 Portfolio