Filing on Jan 17, 2023 Q4 2022

Harrison & CO Wealth Management, LLC

  • XLK
  • IJH
  • XLV
  • XLF
  • XLI
  • XLY
  • XLP
Harrison & CO Wealth Management, LLC's Q4 2022 Portfolio
Filing on Jan 13, 2023 Q4 2022

Gofen & Glossberg LLC

  • MSFT
  • AAPL
  • TMO
  • PG
  • JPM
  • JNJ
  • SPY
Gofen & Glossberg LLC 's Q4 2022 Portfolio
Filing on Jan 12, 2023 Q4 2022

Lion Long Term Partners LP

  • TPL
  • CVEO
Lion Long Term Partners LP's Q4 2022 Portfolio
Filing on Jan 12, 2023 Q4 2022

Titleist Asset Management, Ltd.

  • DIVZ
  • TSLA
  • SPY
  • MRNA
  • RSP
  • ASML
  • TTD
Titleist Asset Management, Ltd.'s Q4 2022 Portfolio
Filing on Jan 11, 2023 Q4 2022

Jenkins Wealth

  • BIL
  • VTV
  • QQQ
  • VUG
  • SPY
  • IEF
  • HYG
Jenkins Wealth's Q4 2022 Portfolio
Filing on Jan 11, 2023 Q4 2022

New England Guild Wealth Advisors, Inc.

  • VXUS
  • BSV
  • VCSH
  • SPY
  • VTI
  • REGL
  • NOBL
New England Guild Wealth Advisors, Inc.'s Q4 2022 Portfolio
Filing on Jan 09, 2023 Q4 2022

Align Wealth Management, LLC

  • DFAC
  • VGLT
  • DFAT
  • MUB
  • DFAX
  • DFIC
  • DFEM
Align Wealth Management, LLC's Q4 2022 Portfolio
Filing on Dec 05, 2022 Q3 2022

Lfs Asset Management

  • PFF
  • IYK
  • UNH
  • MCD
  • AOM
  • RWM
  • AAPL
Lfs Asset Management's Q3 2022 Portfolio
Filing on Nov 29, 2022 Q3 2022

Salem Capital Management Inc

  • MSFT
  • MRK
  • PFE
  • BAC
  • HON
  • WY
  • CSCO
Salem Capital Management Inc's Q3 2022 Portfolio
Filing on Nov 21, 2022 Q3 2022

Four Thought Financial, LLC

  • AAPL
  • MSFT
  • NEE
  • LMT
  • AMT
  • PEP
  • ABT
Four Thought Financial, LLC's Q3 2022 Portfolio
Filing on Nov 18, 2022 Q3 2022

Castle Ark Alternatives, LLC

  • TQQQ
  • SWN
  • EQT
  • LNG
  • QQQ
  • MPC
  • COP
Castle Ark Alternatives, LLC's Q3 2022 Portfolio
Filing on Nov 15, 2022 Q3 2022

Doyle Wealth Management

  • ICSH
  • AAPL
  • VIG
  • MSFT
  • JNJ
  • AMZN
  • WMT
Doyle Wealth Management's Q3 2022 Portfolio
Filing on Nov 15, 2022 Q3 2022

Pinz Capital Management, LP

  • CRBG
  • BMAC
  • ASZ
  • SIER
  • CVII
  • BACA
  • BNNR
Pinz Capital Management, LP's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Truvvo Partners LLC

  • GS
  • AAPL
  • VOO
  • EFA
  • MSFT
  • HD
  • MAR
Truvvo Partners LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Covington Capital Management

  • MSFT
  • AAPL
  • SJW
  • UNH
  • AMZN
  • COST
  • CVX
Covington Capital Management's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Milestone Wealth, LLC

  • GSLC
  • GCOR
  • GSUS
  • GSIE
  • GSSC
  • GIGB
  • GTIP
Milestone Wealth, LLC's Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Accel Leaders Fund Ii Associates L.L.C.

  • BMBL
  • BRDS
Accel Leaders Fund Ii Associates L.L.C.'s Q3 2022 Portfolio
Filing on Nov 14, 2022 Q3 2022

Addition Three General Partner, L.P.

  • ONEM
Addition Three General Partner, L.P.'s Q3 2022 Portfolio