Filing on May 01, 2025 Q1 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • BKLN
  • VGSH
  • HFRO
  • HYG
Aegon Usa Investment Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Woodside Wealth Management LLC

  • VOO
  • SPSB
  • VUG
  • DFAC
  • PRF
  • USMV
  • VTI
Woodside Wealth Management LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

General Electric CO

  • HYLN
General Electric CO's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Cwm, LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • AAPL
  • IVW
  • SPDW
Cwm, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Drystone LLC

  • VXUS
  • TT
  • VNQ
  • HLT
  • ROK
  • EXPD
  • MSFT
Drystone LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Greatmark Investment Partners, Inc.

  • AFL
  • AAPL
  • AXP
  • MSFT
  • SCHW
  • QCOM
  • AN
Greatmark Investment Partners, Inc.'s Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DFCF
United Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • GINN
  • SPSM
Hughes Financial Services, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Dock Street Asset Management Inc

  • NVDA
  • PLTR
  • AMZN
  • V
  • AAPL
  • MSFT
  • MA
Dock Street Asset Management Inc's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Tfr Capital, Llc.

  • MSFT
  • AAPL
  • NVDA
  • RWL
  • AMZN
  • IVV
  • BSCP
Tfr Capital, Llc.'s Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Schear Investment Advisers, LLC

  • NVDA
  • VOO
  • AVGO
  • AAPL
  • LLY
  • GOOGL
  • MSFT
Schear Investment Advisers, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Oxbow Advisors, LLC

  • EDV
  • IAU
  • EPD
  • MSFT
  • AAPL
  • GOOG
  • MPLX
Oxbow Advisors, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHO
  • SCHF
  • SCHZ
  • DFCF
  • SCHA
  • FNDX
Tru North Capital Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

High Note Wealth, LLC

  • IVV
  • ESGD
  • SCHM
  • XLK
  • AAPL
  • AGG
  • TLT
High Note Wealth, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Security Benefit Life Insurance CO

  • SEAT
  • TLT
  • FIGS
  • RSTN
  • VMBS
  • IVV
  • VEA
Security Benefit Life Insurance CO 's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Bradley & Co. Private Wealth Management, LLC

  • BRK-B
  • AAPL
  • VTI
  • COST
  • AXP
  • JPM
  • WMT
Bradley & Co. Private Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Westmount Partners, LLC

  • AAPL
  • VOO
  • MSFT
  • BRK-B
  • NVDA
  • CACI
  • SPY
Westmount Partners, LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • MUB
  • EFV
  • EFG
  • EMXC
Cardinal Strategic Wealth Guidance's Q1 2025 Portfolio