Boca Raton, FLCIK 21115411 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
551 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 139.0K | $6.07M | 6.3% | +139.0K | New Position |
| 2 | Nvidia Corporation | 24.5K | $4.58M | 4.7% | +24.5K | New Position |
| 3 | J P Morgan Exchange Traded F | 46.6K | $4.32M | 4.5% | +46.6K | New Position |
| 4 |
| Apple Inc |
| 15.4K |
| $4.19M |
| 4.3% |
| +15.4K |
| New Position |
| 5 | Invesco Exch Traded Fd Tr II | 31.7K | $3.78M | 3.9% | +31.7K | New Position |
| 6 | Invesco Exch Traded Fd Tr II | 56.7K | $3.15M | 3.3% | +56.7K | New Position |
| 7 | Invesco Exchange Traded Fd T | 19.8K | $2.75M | 2.8% | +19.8K | New Position |
| 8 | Tesla Inc | 5.6K | $2.52M | 2.6% | +5.6K | New Position |
| 9 | Microsoft Corp | 5.0K | $2.44M | 2.5% | +5.0K | New Position |
| 10 | Meta Platforms Inc | 3.5K | $2.29M | 2.4% | +3.5K | New Position |
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