West Deptford, NJCIK 19780054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
140 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 58.2K | $20.15M | 7.6% | +3.6K | Added |
| 2 | Apple Inc | 71.9K | $19.56M | 7.4% | +1.4K | Added |
| 3 | First Tr High Yield Opprt 20 | 1.18M | $16.60M | 6.3% | +11.5K | Added |
| 4 | Amazon Com Inc |
| 63.2K |
| $14.58M |
| 5.5% |
| −1.1K |
| Reduced |
| 5 | Nvidia Corporation | 67.1K | $12.52M | 4.7% | +3.9K | Added |
| 6 | Ishares Tr | 117.2K | $11.04M | 4.2% | +6.9K | Added |
| 7 | J P Morgan Exchange Traded F | 139.2K | $8.09M | 3.1% | +12.2K | Added |
| 8 | Dimensional ETF Trust | 158.4K | $7.41M | 2.8% | +45.7K | Added |
| 9 | Mastercard Incorporated | 11.0K | $6.27M | 2.4% | +214 | Added |
| 10 | Alphabet Inc | 17.6K | $5.52M | 2.1% | +65 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio