Filing on Oct 20, 2023 Q3 2023

Private Asset Management Inc

  • QCOM
  • AAPL
  • MSFT
  • GOOG
  • COST
  • V
  • AMZN
Private Asset Management Inc's Q3 2023 Portfolio
Filing on Feb 14, 2025 Q4 2024

High Falls Advisors, Inc

  • IVV
  • IUSB
  • IVW
  • QUAL
  • DYNF
  • EFG
  • EFV
High Falls Advisors, Inc's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Shorepoint Capital Partners LLC

  • FBND
  • AVGO
  • SCHD
  • MSFT
  • JPM
  • TRV
  • JSCP
Shorepoint Capital Partners LLC's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Hatteras Investment Partners, LP

Hatteras Investment Partners, LP's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Harbour Capital Advisors, LLC

  • AAPL
  • AVGO
  • LLY
  • MSFT
  • JPM
  • AMZN
  • IEFA
Harbour Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • VO
  • BRK-B
  • VUG
  • MSFT
Northstar Asset Management LLC's Q4 2024 Portfolio
Filing on Oct 21, 2024 Q3 2024

Northwest Investment Counselors, LLC

  • MSFT
  • SCHF
  • AAPL
  • ORCL
  • SCHA
  • SCHX
  • SCHZ
Northwest Investment Counselors, LLC's Q3 2024 Portfolio
Filing on Jan 31, 2025 Q4 2024

Financial Management Network Inc

  • IVV
  • MOAT
  • IJH
  • AAPL
  • IJR
  • GCOW
  • AVDV
Financial Management Network Inc's Q4 2024 Portfolio
Filing on Jan 15, 2025 Q4 2024

Riversedge Advisors, LLC

  • SCHX
  • UITB
  • SPYG
  • SPYV
  • AAPL
  • IEFA
  • RSP
Riversedge Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Engine Capital Management, LP

  • OFIX
  • LKQ
  • FVRR
  • LAUR
  • CZR
  • NXST
  • EYE
Engine Capital Management, LP's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Avalon Global Asset Management LLC

  • NVDA
  • TGT
  • NOW
  • CRWD
  • PANW
  • AMZN
  • AAPL
Avalon Global Asset Management LLC's Q4 2024 Portfolio
Filing on Apr 24, 2024 Q1 2024

Cubic Asset Management, LLC

  • MSFT
  • META
  • GOOG
  • PNC
  • BRK-B
  • ALL
  • AXP
Cubic Asset Management, LLC's Q1 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Mycio Wealth Partners, LLC

  • CB
  • IVV
  • IEFA
  • SPY
  • AAPL
  • EFA
  • VIG
Mycio Wealth Partners, LLC's Q4 2024 Portfolio
Filing on Jan 15, 2025 Q4 2024

Tcp Asset Management, LLC

  • IVV
  • DFAU
  • DIA
  • DFUS
  • QQQ
  • ONEQ
  • FTSM
Tcp Asset Management, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Atlas Infrastructure Partners (Uk) Ltd.

  • EIX
  • EXC
  • POR
  • PCG
  • PNW
  • AVA
Atlas Infrastructure Partners (Uk) Ltd.'s Q4 2024 Portfolio
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Partners, LLC

  • VOO
  • VGT
  • AAPL
  • GLDM
  • NVDA
  • MSFT
  • AMZN
Eudaimonia Partners, LLC's Q1 2024 Portfolio
Filing on Jul 21, 2023 Q2 2023

Intercontinental Wealth Advisors, LLC

  • SPY
  • QQQ
  • AAPL
  • BRK-B
  • DIA
  • ACWI
  • AMZN
Intercontinental Wealth Advisors, LLC's Q2 2023 Portfolio
Filing on Feb 14, 2025 Q4 2024

Rb Capital Management, LLC

  • AAPL
  • BRK-B
  • COST
  • NVDA
  • MSFT
  • GOOG
  • AMZN
Rb Capital Management, LLC's Q4 2024 Portfolio