Saratoga Springs, NYCIK 17309454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
128 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 31.1K | $21.32M | 6.4% | +1.8K | Added |
| 2 | Nuveen Floating Rate Income | 2.18M | $17.11M | 5.1% | −574.2K | Reduced |
| 3 | Alphabet Inc | 48.6K | $15.23M | 4.5% | −1.4K | Reduced |
| 4 | Ishares Tr |
| 288.6K |
| $14.60M |
| 4.4% |
| +46.0K |
| Added |
| 5 | Amazon Com Inc | 53.2K | $12.28M | 3.7% | −6.3K | Reduced |
| 6 | Virtus Convertible & Income | 735.1K | $11.14M | 3.3% | +101.3K | Added |
| 7 | Nuveen Amt Free Qlty Mun Inc | 945.0K | $10.99M | 3.3% | −202.5K | Reduced |
| 8 | Invesco Exch Traded Fd Tr II | 38.7K | $9.78M | 2.9% | +5.8K | Added |
| 9 | Apple Inc | 35.8K | $9.74M | 2.9% | −468 | Reduced |
| 10 | Mercadolibre Inc | 4.7K | $9.42M | 2.8% | +11 | Added |
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