Palm Beach Gardens, FLCIK 20457034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
153 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 347.1K | $94.35M | 18.3% | +78.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 72.7K | $49.55M | 9.6% | +12.6K | Added |
| 3 | Ssga Active Tr | 1.69M | $47.93M | 9.3% | +405.5K | Added |
| 4 | Nvidia Corporation |
| 139.7K |
| $26.05M |
| 5.1% |
| +7.2K |
| Added |
| 5 | Tidal Trust I | 941.8K | $21.31M | 4.1% | +162.9K | Added |
| 6 | Amazon Com Inc | 86.1K | $19.88M | 3.9% | +8.0K | Added |
| 7 | Microsoft Corp | 37.2K | $17.98M | 3.5% | +3.1K | Added |
| 8 | Tesla Inc | 31.9K | $14.34M | 2.8% | +8.4K | Added |
| 9 | Costco Whsl Corp New | 16.1K | $13.93M | 2.7% | +3.5K | Added |
| 10 | Spdr Series Trust | 429.4K | $10.87M | 2.1% | −170.9K | Reduced |
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