North Palm Beach, FLCIK 20934441 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 96.6K | $10.30M | 9.6% | +96.6K | New Position |
| 2 | Spdr Series Trust | 167.8K | $9.53M | 8.8% | +167.8K | New Position |
| 3 | Ishares Tr | 100.6K | $9.00M | 8.4% | +100.6K | New Position |
| 4 | Ishares Tr |
| 63.8K |
| $6.07M |
| 5.6% |
| +63.8K |
| New Position |
| 5 | World Gold Tr | 58.5K | $4.99M | 4.6% | +58.5K | New Position |
| 6 | J P Morgan Exchange Traded F | 83.6K | $4.78M | 4.4% | +83.6K | New Position |
| 7 | Ishares Tr | 35.3K | $4.29M | 4.0% | +35.3K | New Position |
| 8 | Spdr Series Trust | 48.3K | $3.87M | 3.6% | +48.3K | New Position |
| 9 | Ishares Tr | 28.9K | $3.47M | 3.2% | +28.9K | New Position |
| 10 | Janus Detroit Str Tr | 66.3K | $3.35M | 3.1% | +66.3K | New Position |
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