Vero Beach, FLCIK 17939235 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 63.0K | $42.97M | 23.7% | −239 | Reduced |
| 2 | Vanguard Index Fds | 100.4K | $33.67M | 18.5% | +382 | Added |
| 3 | Invesco Qqq Tr | 40.0K | $24.56M | 13.5% | −151 | Reduced |
| 4 | Spdr Dow Jones Indl Average |
| 25.6K |
| $12.32M |
| 6.8% |
| −1.2K |
| Reduced |
| 5 | Nvidia Corporation | 26.4K | $4.92M | 2.7% | −1.9K | Reduced |
| 6 | Microsoft Corp | 8.7K | $4.21M | 2.3% | 0 | Held |
| 7 | Ishares Tr | 16.1K | $4.04M | 2.2% | +6.5K | Added |
| 8 | Apple Inc | 13.6K | $3.70M | 2.0% | −2 | Reduced |
| 9 | Meta Platforms Inc | 5.3K | $3.52M | 1.9% | −76 | Reduced |
| 10 | Visa Inc | 9.4K | $3.30M | 1.8% | −195 | Reduced |
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