Filing on Jan 17, 2025 Q4 2024

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • VTI
  • VB
  • JQUA
  • SPYG
Goal Vest Advisory LLC's Q4 2024 Portfolio
Filing on Jan 24, 2025 Q4 2024

Childress Capital Advisors, LLC

  • FDVV
  • XOM
  • JEPI
  • SPY
  • COP
  • AAPL
  • NVDA
Childress Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Liberty Mutual Group Asset Management Inc.

  • VOO
  • BKLN
  • DXJ
  • AMPS
  • AFRM
  • WEAV
  • CRGY
Liberty Mutual Group Asset Management Inc.'s Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Hershey Trust CO

  • HSY
  • SNOW
  • HOOD
Hershey Trust CO's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

Richard P Slaughter Associates Inc

  • QUAL
  • XCEM
  • JIRE
  • IWY
  • IQLT
  • IYW
  • GSSC
Richard P Slaughter Associates Inc's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • MSFT
  • FJUN
  • SPY
  • COST
Keystone Wealth Services, LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

True Wind Capital Management, L.P.

  • CLBT
  • LPRO
True Wind Capital Management, L.P.'s Q4 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Lester Murray Antman Dba Simply Rich

  • AAPL
  • GOOG
  • USMV
  • EEMV
  • EFAV
  • GOOGL
  • MSFT
Lester Murray Antman Dba Simply Rich's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Centric Wealth Management

  • UPS
  • SPLG
  • AAPL
  • HSUN
  • COWZ
  • PALC
  • FTLS
Centric Wealth Management's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Nine Ten Capital Management LLC

  • CLBT
  • IRMD
  • MGNI
  • SNEX
  • WINA
  • SPNS
  • AGYS
Nine Ten Capital Management LLC's Q4 2024 Portfolio
Filing on Jan 16, 2024 Q4 2023

Engrave Wealth Partners LLC

  • XOM
  • DSTL
  • VOO
  • VUG
  • GSST
  • BSCQ
  • DEM
Engrave Wealth Partners LLC's Q4 2023 Portfolio
Filing on Jan 16, 2025 Q4 2024

Scott Capital Advisors, LLC

  • VOO
  • SCHD
  • VUG
  • VB
  • QQQ
  • BIV
  • JPIE
Scott Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Ayal Capital Advisors LTD

  • SPY
  • QQQ
  • MTUM
  • GLNG
  • OFIX
  • ASTL
  • NOA
Ayal Capital Advisors LTD's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Goldstream Capital Management LTD

  • QQQ
  • QQQ
  • NVDA
  • META
  • AMZN
  • MSFT
  • AAPL
Goldstream Capital Management LTD's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Ballast, Inc.

  • VB
  • VO
  • SPHQ
  • COWZ
  • VEU
  • VYM
  • RSP
Ballast, Inc.'s Q4 2024 Portfolio
Filing on Nov 15, 2023 Q3 2023

Kb Financial Partners, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • JPST
  • IAU
Kb Financial Partners, LLC's Q3 2023 Portfolio
Filing on Feb 05, 2025 Q4 2024

Vela Investment Management, LLC

  • SPY
  • KEX
  • HUBG
  • GOOGL
  • BRK-B
  • GHC
  • NVDA
Vela Investment Management, LLC's Q4 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

High Note Wealth, LLC

  • IVV
  • ESGD
  • XLK
  • SCHM
  • AAPL
  • DBEF
  • UNH
High Note Wealth, LLC's Q3 2024 Portfolio