Tarrytown, NYCIK 18194764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
366 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 163.5K | $112.02M | 11.9% | −1.1K | Reduced |
| 2 | Invesco Qqq Tr | 50.9K | $31.30M | 3.3% | +27 | Added |
| 3 | Apple Inc | 96.3K | $26.19M | 2.8% | −3.0K | Reduced |
| 4 | Capital Group Dividend Value |
| 582.9K |
| $25.44M |
| 2.7% |
| +133.2K |
| Added |
| 5 | Wisdomtree Tr | 236.5K | $22.06M | 2.3% | +7.0K | Added |
| 6 | Vanguard Index Fds | 40.6K | $19.80M | 2.1% | +423 | Added |
| 7 | Nvidia Corporation | 100.1K | $18.67M | 2.0% | −128 | Reduced |
| 8 | Vanguard Specialized Funds | 79.7K | $17.51M | 1.9% | +47 | Added |
| 9 | Select Sector Spdr Tr | 112.4K | $16.18M | 1.7% | +54.8K | Added |
| 10 | Ishares Tr | 150.4K | $15.03M | 1.6% | −23.7K | Reduced |
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