Metuchen, NJCIK 13844164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
159 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 35.2K | $9.56M | 6.0% | −324 | Reduced |
| 2 | Microsoft Corp | 12.5K | $6.06M | 3.8% | −128 | Reduced |
| 3 | J P Morgan Exchange Traded F | 105.0K | $6.01M | 3.7% | +17.3K | Added |
| 4 | Alphabet Inc |
| 17.4K |
| $5.46M |
| 3.4% |
| −638 |
| Reduced |
| 5 | Global X Fds | 234.3K | $5.21M | 3.2% | +25.2K | Added |
| 6 | Nvidia Corporation | 24.3K | $4.53M | 2.8% | −579 | Reduced |
| 7 | Neos ETF Trust | 70.5K | $3.71M | 2.3% | +70.5K | New |
| 8 | Pimco ETF Tr | 134.5K | $3.59M | 2.2% | +29.0K | Added |
| 9 | J P Morgan Exchange Traded F | 54.3K | $3.16M | 2.0% | +54.3K | New |
| 10 | Meta Platforms Inc | 4.5K | $2.96M | 1.8% | −21 | Reduced |
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