North Palm Beach, FLCIK 19096194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust | 36.6K | $8.22M | 4.9% | −16.6K | Reduced |
| 2 | Vanguard Index Fds | 13.0K | $8.18M | 4.9% | +275 | Added |
| 3 | Apple Inc | 21.9K | $5.94M | 3.6% | −120 | Reduced |
| 4 | Fidelity Merrimack Str Tr |
| 125.6K |
| $5.78M |
| 3.5% |
| +3.2K |
| Added |
| 5 | Lam Research Corp | 33.1K | $5.66M | 3.4% | 0 | Held |
| 6 | Amazon Com Inc | 22.1K | $5.10M | 3.1% | +237 | Added |
| 7 | Meta Platforms Inc | 7.4K | $4.88M | 2.9% | −384 | Reduced |
| 8 | Palantir Technologies Inc | 27.1K | $4.81M | 2.9% | −650 | Reduced |
| 9 | Nvidia Corporation | 25.4K | $4.73M | 2.8% | −944 | Reduced |
| 10 | Alphabet Inc | 15.0K | $4.72M | 2.8% | +112 | Added |
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