Yorktown Heights, NYCIK 17753914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
166 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 36.6K | $13.18M | 4.8% | −545 | Reduced |
| 2 | Apple Inc | 47.5K | $12.93M | 4.7% | +6.5K | Added |
| 3 | Nvidia Corporation | 54.8K | $10.21M | 3.7% | +3.0K | Added |
| 4 | Schwab Strategic Tr |
| 328.2K |
| $8.61M |
| 3.1% |
| +2.8K |
| Added |
| 5 | Proshares Tr | 79.0K | $8.22M | 3.0% | −1.8K | Reduced |
| 6 | Amazon Com Inc | 35.4K | $8.18M | 2.9% | +578 | Added |
| 7 | Spdr S&P 500 ETF Tr | 11.4K | $7.80M | 2.8% | +622 | Added |
| 8 | Schwab Strategic Tr | 229.9K | $7.50M | 2.7% | −6.9K | Reduced |
| 9 | Invesco Exchange Traded Fd T | 147.8K | $6.73M | 2.4% | −7.0K | Reduced |
| 10 | Blackrock ETF Trust II | 120.9K | $6.38M | 2.3% | +54.2K | Added |
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