Filing on Dec 02, 2024 Q3 2024

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • VEA
  • SLYV
  • AAPL
  • SPTI
  • TTD
Capasso Planning Partners LLC's Q3 2024 Portfolio
Filing on Dec 02, 2024 Q3 2024

Inspire Trust Co, N.A.

  • EFA
  • SPY
  • EEM
  • VSS
  • MSFT
  • AAPL
  • IJT
Inspire Trust Co, N.A.'s Q3 2024 Portfolio
Filing on Dec 02, 2024 Q3 2024

Cornell University

  • SHY
  • XOM
  • TMP
Cornell University's Q3 2024 Portfolio
Filing on Dec 02, 2024 Q3 2024

Beaird Harris Wealth Management, LLC

  • DFCF
  • DFSD
  • AVLV
  • DFUV
  • AVUV
  • VTEB
  • VOO
Beaird Harris Wealth Management, LLC's Q3 2024 Portfolio
Filing on Nov 29, 2024 Q3 2024

American Trust

  • VOO
  • DGRO
  • BIV
  • SCHX
  • IJH
  • VO
  • VB
American Trust's Q3 2024 Portfolio
Filing on Nov 29, 2024 Q3 2024

Old North State Trust, LLC

  • AAPL
  • SPY
  • LLY
  • MSFT
  • NVDA
  • DUK
  • AJG
Old North State Trust, LLC's Q3 2024 Portfolio
Filing on Nov 27, 2024 Q3 2024

Franklin Resources Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • UNH
  • META
  • GOOGL
Franklin Resources Inc's Q3 2024 Portfolio
Filing on Nov 26, 2024 Q3 2024

Decatur Capital Management, Inc.

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • META
  • LLY
Decatur Capital Management, Inc.'s Q3 2024 Portfolio
Filing on Nov 26, 2024 Q3 2024

Asset Advisors Investment Management, LLC

  • SCHD
  • MSFT
  • SCHB
  • COST
  • INTU
  • CTAS
  • XLK
Asset Advisors Investment Management, LLC's Q3 2024 Portfolio
Filing on Nov 26, 2024 Q3 2024

Peapack Gladstone Financial Corp

  • AAPL
  • MSFT
  • QQQ
  • GOOGL
  • JPM
  • SPY
  • VOO
Peapack Gladstone Financial Corp's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Synovus Financial Corp

  • GPN
  • KO
  • IWD
  • IWF
  • SO
  • SNV
  • SPY
Synovus Financial Corp's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Castellan Group

  • NRG
  • MSFT
  • APP
  • MOD
  • URI
  • MTH
  • NVDA
Castellan Group's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Centerstone Investors, LLC

  • TRP
  • RYAAY
  • GLD
  • FNV
  • ORLY
  • HSIC
  • URTH
Centerstone Investors, LLC's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Pvg Asset Management Corp

  • BIL
  • SDS
  • VOO
  • IVV
  • DERM
  • DX
  • APA
Pvg Asset Management Corp's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Cim Investment Management Inc

  • IVV
  • IJH
  • NVDA
  • IJR
  • AAPL
  • MSFT
  • IEFA
Cim Investment Management Inc's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Toroso Investments, LLC

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • VTI
  • AMZN
  • META
Toroso Investments, LLC's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Blankinship & Foster, LLC

  • NVDA
  • LLY
  • NVDA
  • AMD
  • AAPL
  • AMD
  • MU
Blankinship & Foster, LLC's Q3 2024 Portfolio
Filing on Nov 25, 2024 Q3 2024

Optimist Retirement Group LLC

  • PCAR
  • SPYG
  • SPYV
  • SLYG
  • SLYV
  • AMZN
  • MSFT
Optimist Retirement Group LLC's Q3 2024 Portfolio