Wappingers Falls, NYCIK 19256855 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 11.2K | $7.64M | 12.4% | −17.1K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 99.9K | $5.99M | 9.7% | −99.3K | Reduced |
| 3 | Spdr Series Trust | 59.6K | $5.45M | 8.8% | −62.1K | Reduced |
| 4 | Spdr Series Trust |
| 60.6K |
| $5.41M |
| 8.8% |
| −62.8K |
| Reduced |
| 5 | Schwab Strategic Tr | 116.0K | $3.18M | 5.2% | −49.4K | Reduced |
| 6 | Ishares Tr | 43.2K | $3.00M | 4.9% | 0 | Held |
| 7 | Spdr Dow Jones Indl Average | 6.2K | $2.98M | 4.8% | 0 | Held |
| 8 | Vanguard World Fd | 7.0K | $2.90M | 4.7% | −13.6K | Reduced |
| 9 | Vanguard Intl Equity Index F | 33.5K | $2.80M | 4.5% | −63.9K | Reduced |
| 10 | Invesco Exch Traded Fd Tr II | 38.7K | $2.77M | 4.5% | −64.5K | Reduced |
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