Sheridan, WYCIK 16491474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Raymond James Finl Inc | 1.07M | $171.37M | 30.9% | +36.2K | Added |
| 2 | Ishares Tr | 103.5K | $70.88M | 12.8% | −2.4K | Reduced |
| 3 | Invesco Qqq Tr | 51.2K | $31.46M | 5.7% | −1.8K | Reduced |
| 4 | Vanguard World Fd |
| 66.8K |
| $19.93M |
| 3.6% |
| −2.4K |
| Reduced |
| 5 | T Rowe Price ETF Inc | 355.2K | $13.58M | 2.4% | +34.4K | Added |
| 6 | Procter And Gamble Co | 91.0K | $13.04M | 2.4% | +27 | Added |
| 7 | Vanguard Index Fds | 28.9K | $9.70M | 1.7% | −174 | Reduced |
| 8 | Apple Inc | 35.0K | $9.52M | 1.7% | −658 | Reduced |
| 9 | T Rowe Price ETF Inc | 188.2K | $9.38M | 1.7% | +129.7K | Added |
| 10 | Invesco Actively Managed Exc | 344.1K | $8.64M | 1.6% | +200.8K | Added |
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