Lake Mary, FLCIK 20679544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
277 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 34.8K | $9.53M | 4.2% | +1.5K | Added |
| 2 | Nvidia Corporation | 48.9K | $9.22M | 4.1% | −1.3K | Reduced |
| 3 | Alphabet Inc | 22.7K | $7.22M | 3.2% | +419 | Added |
| 4 | Tesla Inc |
| 16.2K |
| $6.90M |
| 3.0% |
| +509 |
| Added |
| 5 | Microsoft Corp | 16.3K | $6.73M | 3.0% | +58 | Added |
| 6 | Vanguard Index Fds | 9.1K | $5.80M | 2.6% | +803 | Added |
| 7 | Abacus Global Mgmt Inc | 628.6K | $5.11M | 2.2% | +21.0K | Added |
| 8 | Amazon Com Inc | 23.8K | $4.92M | 2.2% | +3.9K | Added |
| 9 | Alphabet Inc | 14.5K | $4.60M | 2.0% | +1.0K | Added |
| 10 | Invesco Qqq Tr | 7.0K | $4.28M | 1.9% | +302 | Added |
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