Boca Raton, FLCIK 19072404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 317.2K | $29.0K | 13.7% | +3.8K | Added |
| 2 | Alphabet Inc | 66.8K | $20.9K | 9.9% | +3.0K | Added |
| 3 | Microsoft Corp | 42.5K | $20.6K | 9.7% | +1.5K | Added |
| 4 | Apple Inc |
| 72.5K |
| $19.7K |
| 9.3% |
| +1.9K |
| Added |
| 5 | Bank America Corp | 223.8K | $12.3K | 5.8% | +3.2K | Added |
| 6 | Ishares Tr | 106.8K | $11.8K | 5.6% | 0 | Held |
| 7 | Jpmorgan Chase & Co. | 32.0K | $10.3K | 4.9% | +915 | Added |
| 8 | Berkshire Hathaway Inc Del | 17.8K | $8.9K | 4.2% | +512 | Added |
| 9 | Amazon Com Inc | 23.5K | $5.4K | 2.6% | +848 | Added |
| 10 | Nvidia Corporation | 26.9K | $5.0K | 2.4% | −2.9K | Reduced |
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