West Palm Beach, FLCIK 20652651 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 26.6K | $18.16M | 13.5% | +26.6K | New Position |
| 2 | Vanguard Index Fds | 25.7K | $8.62M | 6.4% | +25.7K | New Position |
| 3 | Invesco Qqq Tr | 13.9K | $8.55M | 6.3% | +13.9K | New Position |
| 4 |
| 90.5K |
| $5.97M |
| 4.4% |
| +90.5K |
| New Position |
| 5 | Vanguard Star Fds | 75.9K | $5.72M | 4.2% | +75.9K | New Position |
| 6 | Ishares Tr | 41.7K | $5.01M | 3.7% | +41.7K | New Position |
| 7 | Ishares Tr | 40.5K | $4.46M | 3.3% | +40.5K | New Position |
| 8 | Ishares Tr | 48.7K | $4.36M | 3.2% | +48.7K | New Position |
| 9 | Apple Inc | 13.0K | $3.53M | 2.6% | +13.0K | New Position |
| 10 | Wec Energy Group Inc | 29.4K | $3.10M | 2.3% | +29.4K | New Position |
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