Filing on Jan 08, 2025 Q3 2024

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • XAR
  • FIDU
Buska Wealth Management, LLC's Q3 2024 Portfolio
Filing on Feb 04, 2025 Q4 2024

David R. Rahn & Associates Inc.

  • GOOGL
  • GOOG
  • AMZN
  • AAPL
  • MSFT
  • GLD
  • CSCO
David R. Rahn & Associates Inc.'s Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

Stone Point Wealth LLC

  • MSFT
  • VTV
  • SPYV
  • VCSH
  • VCIT
  • GOOG
  • JPM
Stone Point Wealth LLC's Q4 2024 Portfolio
Filing on Jan 23, 2025 Q4 2024

Ht Partners LLC

  • SCHB
  • EFA
  • EEM
  • VEA
  • VTI
  • VTEB
  • BND
Ht Partners LLC's Q4 2024 Portfolio
Filing on Jan 10, 2025 Q4 2024

Weybosset Research & Management LLC

  • CPRT
  • AGM
  • DE
  • TJX
  • KEYS
  • CMI
  • BRK-B
Weybosset Research & Management LLC's Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Atticus Wealth Management, LLC

  • SPY
  • SPYV
  • AGG
  • AAPL
  • IWF
  • OEF
  • IWM
Atticus Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Colony Family Offices, LLC

  • DFUS
  • IEFA
  • IJR
  • VWO
  • GUNR
  • VTEB
  • DFAE
Colony Family Offices, LLC's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Divergent Planning, LLC

  • IVV
  • MDY
  • AVDV
  • JMBS
  • DFAS
  • AVUS
  • JAAA
Divergent Planning, LLC's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Donoghue Forlines LLC

  • SPHY
  • JPST
  • SPTL
  • SRLN
  • CSCO
  • GILD
  • T
Donoghue Forlines LLC's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Horan Capital Advisors, Llc.

  • IJH
  • AAPL
  • UITB
  • MSFT
  • AVGO
  • SCHB
  • GOOGL
Horan Capital Advisors, Llc.'s Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Dagco, Inc.

  • DGRO
  • VYM
  • VUG
  • SCHD
  • IVV
  • SCHG
  • SPTS
Dagco, Inc.'s Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Johnson & Johnson

  • PTGX
  • CVRX
  • MGTX
  • PRCT
  • LEGN
  • XNCR
  • NBTX
Johnson & Johnson's Q4 2024 Portfolio
Filing on Jan 07, 2025 Q4 2024

Weaver Consulting Group

  • TFLO
  • DIVZ
  • QUAL
  • JAAA
  • AAPL
  • VTI
  • AOM
Weaver Consulting Group's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Rench Wealth Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AJG
  • JPM
  • AMZN
  • GOOG
Rench Wealth Management, Inc.'s Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Clean Yield Group

  • AAPL
  • SFM
  • NVDA
  • AVGO
  • UL
  • AWK
  • CRM
Clean Yield Group's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Arch Point Investors

  • GOOGL
  • AMZN
  • LZB
  • VTI
  • DMLP
  • VOOG
  • CW
Arch Point Investors's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • MOAT
  • META
  • MSFT
  • GOOGL
  • ENB
S.E.E.D. Planning Group LLC's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHG
  • SCHD
  • SPY
  • VYM
  • SCHX
  • CGGR
Strategic Family Wealth Counselors, L.L.C.'s Q4 2024 Portfolio