Wheeling, WVCIK 463924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
918 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 64.4K | $17.5K | 5.6% | +1.8K | Added |
| 2 | Invesco Qqq Tr | 24.5K | $15.1K | 4.8% | +2.5K | Added |
| 3 | Nvidia Corporation | 57.7K | $10.8K | 3.4% | +9.2K | Added |
| 4 | Microsoft Corp |
| 19.5K |
| $9.4K |
| 3.0% |
| +1.4K |
| Added |
| 5 | Amazon Com Inc | 40.1K | $9.3K | 3.0% | +2.7K | Added |
| 6 | Alphabet Inc | 15.5K | $4.9K | 1.6% | +1.6K | Added |
| 7 | Exxon Mobil Corp | 38.6K | $4.6K | 1.5% | +52 | Added |
| 8 | Broadcom Inc | 11.7K | $4.1K | 1.3% | +538 | Added |
| 9 | Mastercard Incorporated | 7.0K | $4.0K | 1.3% | −82 | Reduced |
| 10 | Johnson & Johnson | 18.8K | $3.9K | 1.2% | +37 | Added |
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