Boca Raton, FLCIK 19998274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
172 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 21.0K | $14.40M | 8.9% | +23 | Added |
| 2 | Ishares Tr | 87.9K | $8.46M | 5.2% | +7.6K | Added |
| 3 | Ishares Tr | 61.6K | $8.42M | 5.2% | −2.6K | Reduced |
| 4 | Apple Inc |
| 28.8K |
| $7.84M |
| 4.8% |
| +1 |
| Added |
| 5 | Ishares Tr | 79.0K | $6.54M | 4.0% | −5.8K | Reduced |
| 6 | Ishares Tr | 57.7K | $6.36M | 3.9% | +20.1K | Added |
| 7 | Proshares Tr | 57.2K | $5.95M | 3.7% | +1.5K | Added |
| 8 | Alphabet Inc | 18.8K | $5.91M | 3.6% | −995 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 7.8K | $5.35M | 3.3% | −281 | Reduced |
| 10 | Broadcom Inc | 13.0K | $4.50M | 2.8% | −623 | Reduced |
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