Vero Beach, FLCIK 18437154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
224 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Advisors Inner Circle Fd II | 714.2K | $21.57M | 9.5% | −10.1K | Reduced |
| 2 | Ishares Tr | 20.1K | $13.80M | 6.1% | −711 | Reduced |
| 3 | Invesco Qqq Tr | 17.6K | $10.83M | 4.8% | −1.1K | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 8.6K |
| $5.88M |
| 2.6% |
| −1.4K |
| Reduced |
| 5 | Spdr Gold Tr | 13.5K | $5.34M | 2.4% | −1.0K | Reduced |
| 6 | Nvidia Corporation | 24.1K | $4.50M | 2.0% | +629 | Added |
| 7 | Amazon Com Inc | 18.0K | $4.14M | 1.8% | +114 | Added |
| 8 | Spdr Series Trust | 50.8K | $4.07M | 1.8% | +2.3K | Added |
| 9 | Ishares Tr | 41.3K | $3.60M | 1.6% | +848 | Added |
| 10 | Microsoft Corp | 7.3K | $3.54M | 1.6% | +210 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio