Q2 2025 13F Detailed Holdings
-
Location
-
Chicago, IL
-
Holdings as of
-
6/30/2025
-
Value ($000)
-
$1,016,192
-
Num holdings
-
1,835
-
Date filed
-
8/14/2025
-
Form type
-
13F-HR
-
Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
Ivanoff Wealth Management |
|
| 2 |
Concordia Wealth Planning, LLC |
|
| 3 |
INVESTMENT PLANNERS, INC. |
|
| 4 |
MJP ASSOCIATES INC /ADV |
028-20473 |
| 5 |
Roman Retirement Planning |
|
| 6 |
Redwood Private Wealth |
|
| 7 |
Taiko Private Wealth, LLC |
028-24249 |