Ormond Beach, FLCIK 18901834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 32.8K | $22.50M | 30.4% | +385 | Added |
| 2 | Ishares Tr | 267.8K | $17.68M | 23.9% | +5.0K | Added |
| 3 | Ishares Tr | 79.8K | $9.59M | 12.9% | +2.9K | Added |
| 4 | Vanguard Index Fds |
| 7.7K |
| $2.59M |
| 3.5% |
| −68 |
| Reduced |
| 5 | Apple Inc | 7.7K | $2.08M | 2.8% | −98 | Reduced |
| 6 | Microsoft Corp | 3.3K | $1.61M | 2.2% | +2 | Added |
| 7 | Philip Morris Intl Inc | 7.6K | $1.21M | 1.6% | +12 | Added |
| 8 | Ishares Tr | 8.8K | $1.21M | 1.6% | −50 | Reduced |
| 9 | Jpmorgan Chase & Co. | 3.6K | $1.16M | 1.6% | −124 | Reduced |
| 10 | Ishares Tr | 11.1K | $990.6K | 1.3% | +112 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio