West Chester, PACIK 18017204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,440 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 97.1K | $26.41M | 4.8% | −546 | Reduced |
| 2 | Wisdomtree Tr | 320.2K | $21.09M | 3.8% | −1.5K | Reduced |
| 3 | Wisdomtree Tr | 452.2K | $18.64M | 3.4% | −521 | Reduced |
| 4 | Spdr Series Trust |
| 181.7K |
| $16.53M |
| 3.0% |
| −6.3K |
| Reduced |
| 5 | Ishares Tr | 705.4K | $16.24M | 3.0% | +31.1K | Added |
| 6 | Wisdomtree Tr | 284.0K | $16.17M | 3.0% | +8.6K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 411.8K | $14.11M | 2.6% | −3.6K | Reduced |
| 8 | Microsoft Corp | 27.7K | $13.40M | 2.4% | +161 | Added |
| 9 | First Tr Exchange Traded Fd | 247.0K | $9.91M | 1.8% | +12.8K | Added |
| 10 | Ishares Tr | 79.9K | $9.10M | 1.7% | +1.1K | Added |
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