Edmond, OKCIK 20137034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aim ETF Products Trust | 572.8K | $16.13M | 7.3% | +41.8K | Added |
| 2 | First Tr Exchange-Traded Fd | 178.2K | $10.68M | 4.8% | +25.8K | Added |
| 3 | Microsoft Corp | 17.1K | $8.28M | 3.7% | +470 | Added |
| 4 | Apple Inc |
| 29.4K |
| $7.99M |
| 3.6% |
| −1.3K |
| Reduced |
| 5 | Ishares Tr | 115.0K | $7.59M | 3.4% | +613 | Added |
| 6 | Ishares Tr | 10.7K | $7.30M | 3.3% | −194 | Reduced |
| 7 | Ishares Tr | 57.7K | $7.11M | 3.2% | −954 | Reduced |
| 8 | Invesco Actively Managed Exc | 130.1K | $6.54M | 3.0% | +116.2K | Added |
| 9 | Spdr Series Trust | 77.9K | $6.25M | 2.8% | −26 | Reduced |
| 10 | Invesco Qqq Tr | 9.4K | $5.79M | 2.6% | −7.0K | Reduced |
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