Charleston, WVCIK 12842084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
309 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 114.4K | $78.03M | 8.3% | +3.2K | Added |
| 2 | Invesco Qqq Tr | 82.7K | $50.82M | 5.4% | +567 | Added |
| 3 | Eli Lilly & Co | 32.8K | $35.29M | 3.7% | −1.4K | Reduced |
| 4 | Apple Inc |
| 119.6K |
| $32.51M |
| 3.4% |
| −1.5K |
| Reduced |
| 5 | Ishares Tr | 105.0K | $25.85M | 2.7% | +11.1K | Added |
| 6 | Microsoft Corp | 51.9K | $25.10M | 2.7% | −242 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 116.9K | $22.39M | 2.4% | −747 | Reduced |
| 8 | Palantir Technologies Inc | 116.7K | $20.74M | 2.2% | −7.8K | Reduced |
| 9 | Ishares Tr | 105.7K | $14.92M | 1.6% | −1.6K | Reduced |
| 10 | Ishares Gold Tr | 182.0K | $14.78M | 1.6% | −8.8K | Reduced |
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