Wheeling, WVCIK 8771344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
667 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 822.2K | $223.52M | 6.2% | −33.2K | Reduced |
| 2 | Microsoft Corp | 324.1K | $156.72M | 4.3% | +3.9K | Added |
| 3 | Ishares Tr | 1.50M | $150.08M | 4.1% | +76.5K | Added |
| 4 | Broadcom Inc |
| 341.0K |
| $118.00M |
| 3.3% |
| −5.4K |
| Reduced |
| 5 | Alphabet Inc | 351.4K | $110.00M | 3.0% | −25.8K | Reduced |
| 6 | Jpmorgan Chase & Co. | 297.0K | $95.69M | 2.6% | −12.1K | Reduced |
| 7 | Amazon Com Inc | 397.5K | $91.75M | 2.5% | +13.5K | Added |
| 8 | Nvidia Corporation | 472.8K | $88.18M | 2.4% | +10.0K | Added |
| 9 | Meta Platforms Inc | 84.6K | $55.85M | 1.5% | +1.4K | Added |
| 10 | Wesbanco Inc | 1.57M | $52.20M | 1.4% | +82.0K | Added |
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