Wesley Chapel, FLCIK 18777284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
504 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Global X Fds | 314.9K | $31.55M | 4.0% | −74.4K | Reduced |
| 2 | Apple Inc | 114.5K | $29.70M | 3.8% | −1.2K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 35.6K | $24.70M | 3.1% | +2.7K | Added |
| 4 | Invesco Qqq Tr |
| 32.0K |
| $20.04M |
| 2.5% |
| −402 |
| Reduced |
| 5 | Nvidia Corporation | 100.8K | $18.64M | 2.4% | −7.1K | Reduced |
| 6 | Microsoft Corp | 37.2K | $17.82M | 2.3% | +5.0K | Added |
| 7 | Tesla Inc | 36.6K | $16.31M | 2.1% | +521 | Added |
| 8 | Procter And Gamble Co | 88.7K | $12.59M | 1.6% | +5.6K | Added |
| 9 | Amazon Com Inc | 51.0K | $12.58M | 1.6% | +2.7K | Added |
| 10 | Jpmorgan Chase & Co. | 36.7K | $12.07M | 1.5% | −535 | Reduced |
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