Smithtown, NYCIK 20472714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
839 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 30.6K | $5.70M | 4.1% | +65 | Added |
| 2 | Tesla Inc | 11.0K | $4.93M | 3.6% | +205 | Added |
| 3 | Broadcom Inc | 13.9K | $4.80M | 3.5% | −72 | Reduced |
| 4 | Schwab Strategic Tr |
| 130.6K |
| $4.26M |
| 3.1% |
| +2.5K |
| Added |
| 5 | Microsoft Corp | 7.3K | $3.51M | 2.5% | +199 | Added |
| 6 | Alphabet Inc | 10.7K | $3.34M | 2.4% | +216 | Added |
| 7 | Schwab Strategic Tr | 111.0K | $3.34M | 2.4% | −696 | Reduced |
| 8 | Schwab Strategic Tr | 96.1K | $2.85M | 2.1% | +766 | Added |
| 9 | Schwab Strategic Tr | 87.3K | $2.49M | 1.8% | −1.3K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 3.6K | $2.45M | 1.8% | +10 | Added |
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