Scottsdale, AZCIK 17520454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 259.5K | $13.13M | 5.6% | +45.1K | Added |
| 2 | First Tr Enhanced Equity Inc | 574.2K | $12.64M | 5.4% | +15.8K | Added |
| 3 | Vanguard Bd Index Fds | 137.4K | $10.83M | 4.6% | +6.4K | Added |
| 4 | Apple Inc |
| 39.7K |
| $10.78M |
| 4.6% |
| +398 |
| Added |
| 5 | Microsoft Corp | 18.6K | $8.97M | 3.8% | +40 | Added |
| 6 | Cisco Sys Inc | 84.4K | $6.50M | 2.8% | −1.6K | Reduced |
| 7 | Aflac Inc | 56.5K | $6.23M | 2.6% | +1.2K | Added |
| 8 | General Dynamics Corp | 18.1K | $6.09M | 2.6% | +374 | Added |
| 9 | Johnson & Johnson | 28.1K | $5.81M | 2.5% | +364 | Added |
| 10 | Mcdonalds Corp | 17.9K | $5.47M | 2.3% | +447 | Added |
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