Filing on Jan 22, 2025 Q4 2024

Vert Asset Management LLC

  • WELL
  • DLR
  • EQIX
  • SPG
  • PLD
  • AMT
  • EXR
Vert Asset Management LLC's Q4 2024 Portfolio
Filing on Jan 17, 2024 Q4 2023

J Arnold Wealth Management CO

  • VOO
  • QQQ
  • AAPL
  • IHI
  • AMZN
  • ISRG
  • FXL
J Arnold Wealth Management CO's Q4 2023 Portfolio
Filing on Feb 12, 2025 Q4 2024

Family Legacy, Inc.

  • AAPL
  • MSFT
  • JPM
  • AJG
  • GOOGL
  • LLY
  • WMT
Family Legacy, Inc.'s Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHB
  • SCHM
Valley Forge Investment Consultants Inc Adv's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Pennant Investors, LP

  • SATS
  • AMZN
  • AR
  • GOOGL
  • TDG
  • VMI
  • MSFT
Pennant Investors, LP's Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Running Point Capital Advisors, LLC

  • BIL
  • QQQ
  • IEMG
  • QQQM
  • VOO
  • QUAL
  • FDLO
Running Point Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 30, 2025 Q4 2024

White Pine Capital LLC

  • AAPL
  • MSFT
  • MMM
  • IVV
  • AMZN
  • SPY
  • GOOGL
White Pine Capital LLC's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

Snow Phipps Group, LLC

  • VEL
  • LAUR
Snow Phipps Group, LLC's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Chesapeake Wealth Management

  • AGG
  • MSFT
  • AAPL
  • VCSH
  • XLK
  • NVDA
  • SCHF
Chesapeake Wealth Management's Q4 2024 Portfolio
Filing on Feb 13, 2024 Q4 2023
Filing on Jan 14, 2025 Q4 2024

Outlook Wealth Advisors, LLC

  • BMAR
  • IVV
  • QMAR
  • FMAR
  • QQQ
  • VTV
  • HYDB
Outlook Wealth Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Cyrus Capital Partners, L.P.

  • GTX
  • SATS
  • MEOH
  • BORR
Cyrus Capital Partners, L.P.'s Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Baker Boyer National Bank

  • VTEB
  • DFAC
  • DFAX
  • DFUV
  • FBND
  • DFIV
  • VGIT
Baker Boyer National Bank's Q4 2024 Portfolio
Filing on Jan 30, 2025 Q4 2024

Highland Financial Advisors, LLC

  • SPLG
  • QQQM
  • AVUS
  • DFAU
  • VONG
  • AVDE
  • AVIG
Highland Financial Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Permit Capital, LLC

  • SBAC
  • PBI
  • IDCC
  • EXPE
  • FTDR
  • PYPL
  • GOOG
Permit Capital, LLC's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Gainplan LLC

  • SPY
  • QQQ
  • SPY
  • VOO
  • SPXL
  • VV
  • PLTR
Gainplan LLC's Q4 2024 Portfolio
Filing on Jan 10, 2025 Q4 2024

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • AMZN
  • JPM
  • PG
Atlas Brown,Inc.'s Q4 2024 Portfolio
Filing on Feb 04, 2025 Q4 2024

Spectrum Financial Alliance LTD LLC

  • BA
  • BAC
  • C
  • QCOM
  • LMT
  • DE
  • GE
Spectrum Financial Alliance LTD LLC's Q4 2024 Portfolio