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Portfolio (Quarterly) Guide ↗
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Page 491 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/29/2025 Dynamic Wealth Strategies, LLC Sep 2025 $150M — EDGAR ↗
10/29/2025 CFC Planning Co LLC Sep 2025 $122M — EDGAR ↗
10/29/2025 FSR Wealth Management Ltd. Sep 2025 $84M — EDGAR ↗
10/28/2025 Qrg Capital Management, Inc. Sep 2025 $8.3B — EDGAR ↗
10/28/2025 Oversea-Chinese Banking Corp Ltd Sep 2025 $4.1B — EDGAR ↗
10/28/2025 Procyon Advisors, LLC Sep 2025 $1.7B — EDGAR ↗
10/28/2025 Meritage Portfolio Management Sep 2025 $1.5B — EDGAR ↗
10/28/2025 Lodestar Private Asset Management Llc Sep 2025 $958M — EDGAR ↗
10/28/2025 Gratus Wealth Advisors, LLC Sep 2025 $710M — EDGAR ↗
10/28/2025 Jackson Hole Capital Partners, LLC Sep 2025 $585M — EDGAR ↗
10/28/2025 Arlington Trust Co LLC Sep 2025 $556M — EDGAR ↗
10/28/2025 First National Bank & Trust Co Of Newtown Sep 2025 $528M — EDGAR ↗
10/28/2025 Professional Financial Advisors, LLC Sep 2025 $475M — EDGAR ↗
10/28/2025 Alliance Wealth Management Group Sep 2025 $450M — EDGAR ↗
10/28/2025 Red Wave Investments LLC Sep 2025 $326M — EDGAR ↗
10/28/2025 Lazari Capital Management, Inc. Sep 2025 $296M — EDGAR ↗
10/28/2025 Burrus Financial Services, Inc. Sep 2025 $218M — EDGAR ↗
10/28/2025 Apeiron Capital Ltd Sep 2025 $210M — EDGAR ↗
10/28/2025 Greenhouse Wealth Management, LLC Sep 2025 $167M — EDGAR ↗
10/28/2025 Ariston Services Group Sep 2025 $166M — EDGAR ↗
Page 491 of 507  ·  10,136 filings
← Prev 1… 489 490 491 492 493 …507 Next →