Sun Prairie, WICIK 20738915 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 6.8K | $4.19M | 4.1% | −1.1K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 93.2K | $4.13M | 4.1% | −4.0K | Reduced |
| 3 | Broadcom Inc | 11.8K | $4.09M | 4.0% | −993 | Reduced |
| 4 | First Tr Exchange-Traded Fd |
| 101.3K |
| $3.88M |
| 3.8% |
| −13.3K |
| Reduced |
| 5 | Vanguard Index Fds | 7.4K | $3.61M | 3.5% | +352 | Added |
| 6 | First Tr Exchange Traded Fd | 51.5K | $3.58M | 3.5% | −4.5K | Reduced |
| 7 | Nvidia Corporation | 19.0K | $3.54M | 3.5% | −933 | Reduced |
| 8 | Spdr Gold Tr | 8.1K | $3.19M | 3.1% | −4.2K | Reduced |
| 9 | Pimco ETF Tr | 108.3K | $2.89M | 2.8% | +36.0K | Added |
| 10 | Invesco Exchange Traded Fd T | 38.0K | $2.85M | 2.8% | +3.3K | Added |
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