Filing on Oct 25, 2024 Q3 2024

Strategic Financial Planning, Inc.

  • SCHB
  • SCHA
  • VWO
  • SPDW
  • SCHH
  • VSS
  • SCHC
Strategic Financial Planning, Inc.'s Q3 2024 Portfolio
Filing on Jan 31, 2025 Q4 2024

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • SPTS
  • BOND
  • TIPX
Treasure Coast Financial Planning's Q4 2024 Portfolio
Filing on Jan 24, 2025 Q4 2024

Costello Asset Management, Inc

  • MSFT
  • AMZN
  • BRK-B
  • BSX
  • GOOGL
  • JNJ
  • LLY
Costello Asset Management, Inc's Q4 2024 Portfolio
Filing on Jan 15, 2025 Q4 2024

Greenhouse Wealth Management, LLC

  • SPY
  • VTV
  • IVV
  • VOO
  • VTI
  • QQQ
  • VB
Greenhouse Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Cadence Wealth Management LLC

  • TLT
  • GDX
  • SLV
  • GLD
  • GDXJ
  • CEF
  • XLE
Cadence Wealth Management LLC's Q4 2024 Portfolio
Filing on Jan 21, 2025 Q4 2024

Castleview Partners, LLC

  • AAPL
  • SPY
  • GLD
  • BMY
  • AMZN
  • AMGN
  • COP
Castleview Partners, LLC's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

Cox Capital Mgt LLC

  • AMZN
  • GOOGL
  • SAP
  • MSFT
  • V
  • ASML
  • JAAA
Cox Capital Mgt LLC's Q4 2024 Portfolio
Filing on Nov 15, 2024 Q3 2024

Gould Capital, LLC

  • IEI
  • BND
  • VEA
  • BNDX
  • AAPL
  • GLD
  • MSFT
Gould Capital, LLC's Q3 2024 Portfolio
Filing on Nov 15, 2024 Q3 2024

Mountaineer Partners Management, LLC

  • CENX
  • VSH
  • FCX
  • ENTG
  • BLDR
  • AA
  • HBM
Mountaineer Partners Management, LLC's Q3 2024 Portfolio
Filing on Jan 21, 2025 Q4 2024

Apricus Wealth, LLC

  • KMI
  • UNM
  • CVX
  • MDXG
  • JPM
  • BAC
  • STT
Apricus Wealth, LLC's Q4 2024 Portfolio
Filing on Jan 10, 2025 Q4 2024

Avondale Wealth Management

  • IVV
  • IJH
  • QQQ
  • CALF
  • DFAE
  • DFAT
  • AGG
Avondale Wealth Management's Q4 2024 Portfolio
Filing on Nov 15, 2024 Q3 2024

Twin Lakes Capital Management, LLC

  • AAPL
  • CPRI
  • GILD
  • STX
  • CPF
  • FDX
  • NOW
Twin Lakes Capital Management, LLC's Q3 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

Pachira Investments Inc.

  • VOO
  • IJH
  • IJR
  • MDY
  • IVV
  • SPMD
  • SPSM
Pachira Investments Inc.'s Q4 2024 Portfolio
Filing on Jan 29, 2025 Q4 2024

R.P. Boggs & Co.

  • ROAD
  • GLD
  • CDRE
  • TYL
  • SCI
  • CWST
  • FSV
R.P. Boggs & Co.'s Q4 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Masterton Capital Management, LP

  • REXR
  • FRT
  • VICI
  • NNN
  • EQR
  • WMT
  • INVH
Masterton Capital Management, LP's Q3 2024 Portfolio
Filing on Jan 15, 2025 Q4 2024

Walker Asset Management, LLC

  • JKHY
  • WMT
  • ORLY
  • AAPL
  • MSFT
  • NVDA
  • TSLA
Walker Asset Management, LLC's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Mc Ginn Investment Management, Inc.

  • AAPL
  • MSFT
  • META
  • JPM
  • HD
  • NKE
  • BAC
Mc Ginn Investment Management, Inc.'s Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Lake Hills Wealth Management, LLC

  • SHY
  • AMLP
  • SPLV
  • FXI
  • XLE
  • XLV
  • IEI
Lake Hills Wealth Management, LLC's Q4 2024 Portfolio