Wappingers Falls, NYCIK 19254181 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
86 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 29.3K | $18.40M | 13.8% | +29.3K | New Position |
| 2 | Ishares Gold Tr | 77.8K | $6.32M | 4.7% | +77.8K | New Position |
| 3 | Visa Inc | 16.2K | $5.69M | 4.3% | +16.2K | New Position |
| 4 | International Business Machs |
| 13.8K |
| $4.10M |
| 3.1% |
| +13.8K |
| New Position |
| 5 | Jpmorgan Chase & Co. | 12.3K | $3.98M | 3.0% | +12.3K | New Position |
| 6 | Ishares Tr | 18.7K | $3.97M | 3.0% | +18.7K | New Position |
| 7 | Ishares Tr | 34.0K | $3.75M | 2.8% | +34.0K | New Position |
| 8 | Vanguard Bd Index Fds | 47.2K | $3.72M | 2.8% | +47.2K | New Position |
| 9 | Vanguard Bd Index Fds | 49.6K | $3.67M | 2.8% | +49.6K | New Position |
| 10 | Chevron Corp New | 24.0K | $3.65M | 2.7% | +24.0K | New Position |
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