Webster, Ny 14580, NYCIK 18039803 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
162 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 38.4K | $3.61M | 2.7% | −1.4K | Reduced |
| 2 | Neos ETF Trust | 72.1K | $3.58M | 2.7% | +4.2K | Added |
| 3 | Spdr Series Trust | 54.0K | $3.50M | 2.6% | +982 | Added |
| 4 | Vaneck ETF Trust |
| 130.2K |
| $3.32M |
| 2.5% |
| +4.4K |
| Added |
| 5 | Blackstone Mtg Tr Inc | 167.9K | $3.21M | 2.4% | +5.4K | Added |
| 6 | Apple Inc | 11.2K | $3.04M | 2.3% | +63 | Added |
| 7 | Innovator Etfs Trust | 104.4K | $2.97M | 2.2% | +237 | Added |
| 8 | Ishares Tr | 23.9K | $2.86M | 2.1% | +490 | Added |
| 9 | Broadcom Inc | 8.1K | $2.80M | 2.1% | −56 | Reduced |
| 10 | Vanguard World Fd | 6.4K | $2.64M | 2.0% | −2.7K | Reduced |
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