Filing on Oct 15, 2024 Q3 2024

Bbjs Financial Advisors, LLC

  • RSP
  • VGK
  • VBR
  • IVW
  • VBK
  • IEMG
  • VPL
Bbjs Financial Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 11, 2024 Q3 2024

Vital Stone Financial, LLC

  • SGOV
  • QQQ
  • VUG
  • CLOI
  • IVV
  • VTV
  • NVDA
Vital Stone Financial, LLC's Q3 2024 Portfolio
Filing on Oct 11, 2024 Q3 2024

Patrizia Pty LTD

  • PEG
  • EXC
  • PNW
  • CCI
  • ES
  • UNP
  • ED
Patrizia Pty LTD's Q3 2024 Portfolio
Filing on Oct 11, 2024 Q3 2024

Boston Mountain Money Management Inc

  • IVV
  • WMT
  • SPYG
  • ITOT
  • VOOV
  • VTI
  • ISTB
Boston Mountain Money Management Inc's Q3 2024 Portfolio
Filing on Oct 11, 2024 Q3 2024

Fin Trust Capital Advisors, LLC

  • IVV
  • IMTB
  • AAPL
  • IEFA
  • CGCP
  • BOND
  • IJR
Fin Trust Capital Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 10, 2024 Q3 2024
Filing on Oct 10, 2024 Q3 2024

Afs Financial Group, LLC

  • FBND
  • VIG
  • TFLO
  • AOR
Afs Financial Group, LLC's Q3 2024 Portfolio
Filing on Oct 09, 2024 Q3 2024

Rose Park Advisors, LLC

  • CPNG
Rose Park Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 09, 2024 Q3 2024

Life Pro Asset Management

  • BKLN
  • LONZ
  • MSFT
  • AGNC
  • DFSD
  • DFCF
  • XCCC
Life Pro Asset Management's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Hyperion Partners, LLC

  • SDY
  • RWJ
  • QQQ
  • VXUS
  • VOT
  • JPIB
  • SPLV
Hyperion Partners, LLC's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • IWR
  • NVDA
  • ISTB
  • AAPL
  • VOO
Hoxton Planning & Management, LLC's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Sinecera Capital, LLC

  • VTI
  • TLT
  • IEF
  • IAU
  • VGLT
  • MXI
  • AAPL
Sinecera Capital, LLC's Q3 2024 Portfolio
Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Platte River Wealth Advisors, LLC

  • IVW
  • IVE
  • VTV
  • VUG
  • IWF
  • AAPL
  • QQQ
Platte River Wealth Advisors, LLC's Q3 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Axiom Advisory, LLC

  • VUG
  • BND
  • VOT
  • VTV
  • EFG
  • VBK
  • VSS
Axiom Advisory, LLC's Q3 2024 Portfolio
Filing on Oct 07, 2024 Q3 2024

Meditor Group LTD

  • EXEL
  • ESPR
  • INDA
  • EPI
Meditor Group LTD's Q3 2024 Portfolio
Filing on Oct 04, 2024 Q3 2024

Lwmg, LLC

  • DGRO
  • VEA
  • IWF
  • IVV
  • QQQ
  • IWD
  • VO
Lwmg, LLC's Q3 2024 Portfolio
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio