Powell, OHCIK 20969132 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 17.0K | $4.62M | 4.2% | −930 | Reduced |
| 2 | Spdr Series Trust | 47.7K | $3.82M | 3.5% | +15.3K | Added |
| 3 | Invesco Exch Traded Fd Tr II | 14.1K | $3.58M | 3.3% | +1.2K | Added |
| 4 | Microsoft Corp |
| 7.2K |
| $3.46M |
| 3.2% |
| +45 |
| Added |
| 5 | Jpmorgan Chase & Co. | 10.4K | $3.37M | 3.1% | −148 | Reduced |
| 6 | Abbvie Inc | 13.3K | $3.04M | 2.8% | +25 | Added |
| 7 | Schwab Strategic Tr | 123.6K | $2.97M | 2.7% | +2.0K | Added |
| 8 | Broadcom Inc | 8.5K | $2.94M | 2.7% | −292 | Reduced |
| 9 | Alphabet Inc | 9.3K | $2.90M | 2.7% | −44 | Reduced |
| 10 | Eaton Corp PLC | 8.8K | $2.81M | 2.6% | −87 | Reduced |
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