Bonita Springs, FLCIK 20519806 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
581 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 65.1K | $7.77M | 5.3% | +6.2K | Added |
| 2 | Ishares Tr | 18.4K | $5.11M | 3.5% | −310 | Reduced |
| 3 | First Tr Exchng Traded Fd Vi | 189.9K | $4.78M | 3.3% | −61.4K | Reduced |
| 4 | American Centy ETF Tr |
| 36.4K |
| $4.17M |
| 2.9% |
| +935 |
| Added |
| 5 | Nvidia Corporation | 21.0K | $3.92M | 2.7% | −1.7K | Reduced |
| 6 | Ishares Tr | 9.3K | $3.20M | 2.2% | −619 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 42.9K | $3.09M | 2.1% | +7.8K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 62.3K | $2.96M | 2.0% | −5.5K | Reduced |
| 9 | Select Sector Spdr Tr | 20.3K | $2.92M | 2.0% | +10.7K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 47.5K | $2.72M | 1.9% | +2.9K | Added |
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