Total Positions
188
Quarter
2025 Q4
Top Holding
BRK/A (54.6%)
Top 10 Concentration
74.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 188
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 54.56% | 0.59% |
#1
35
Prev: #36
|
10.0 | 207 | 20700.0% |
P
S
|
208 | $156,998,400 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.49% | 8.37% |
#2
1
Prev: #3
|
3.8 | 5,661 | 13.5% |
P
S
|
47,500 | $12,913,298 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 2.98% | — |
#3
Prev: #—
|
3.2 | 57,642 | no change |
NEW
|
57,642 | $8,570,807 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.67% | 0.63% |
#4
30
Prev: #34
|
3.4 | 32,743 | 754.1% |
P
S
|
37,085 | $7,674,659 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 2.60% | 3.55% |
#5
2
Prev: #7
|
3.2 | 4,154 | 61.5% |
P
S
|
10,906 | $7,470,223 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.96% | 1.53% |
#6
9
Prev: #15
|
3.1 | 15,572 | 175.5% |
P
S
|
24,447 | $5,642,857 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.77% | 1.24% |
#7
10
Prev: #17
|
3.0 | 6,974 | 222.0% |
P
S
|
10,116 | $5,084,807 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.39% | 4.26% |
#8
2
Prev: #6
|
0.6 | -2,195 | -21.0% |
P
S
|
8,270 | $3,999,463 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.23% | 0.89% |
#9
15
Prev: #24
|
2.8 | 3,489 | 204.9% |
P
S
|
5,192 | $3,540,235 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.18% | — |
#10
Prev: #—
|
2.5 | 67,318 | no change |
NEW
|
67,318 | $3,385,422 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.97% | — |
#11
Prev: #—
|
2.4 | 26,193 | no change |
NEW
|
26,193 | $2,794,765 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.92% | 1.42% |
#12
4
Prev: #16
|
2.5 | 4,498 | 46.3% |
P
S
|
14,219 | $2,651,821 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXUS
ISHARES TR
|
ETF | 0.86% | — |
#13
Prev: #—
|
2.3 | 29,253 | no change |
NEW
|
29,253 | $2,475,974 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.85% | — |
#14
Prev: #—
|
2.3 | 9,703 | no change |
NEW
|
9,703 | $2,454,161 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.78% | — |
#15
Prev: #—
|
2.3 | 36,690 | no change |
NEW
|
36,690 | $2,231,119 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.74% | 1.77% |
#16
4
Prev: #12
|
0.3 | -2,337 | -11.7% |
P
S
|
17,609 | $2,119,049 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.65% | — |
#17
Prev: #—
|
2.3 | 7,290 | no change |
NEW
|
7,290 | $1,873,457 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.64% | — |
#18
Prev: #—
|
2.3 | 8,088 | no change |
NEW
|
8,088 | $1,829,120 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.63% | — |
#19
Prev: #—
|
2.3 | 72,734 | no change |
NEW
|
72,734 | $1,824,169 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAUM
ISHARES GOLD TR
|
Bond/Debt | 0.62% | — |
#20
Prev: #—
|
2.2 | 41,592 | no change |
NEW
|
41,592 | $1,788,040 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.59% | — |
#21
Prev: #—
|
2.2 | 36,614 | no change |
NEW
|
36,614 | $1,685,709 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.49% | 0.28% |
#22
46
Prev: #68
|
2.5 | 21,474 | 309.8% |
P
S
|
28,406 | $1,404,961 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 0.49% | — |
#23
Prev: #—
|
2.2 | 13,984 | no change |
NEW
|
13,984 | $1,396,722 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.48% | — |
#24
Prev: #—
|
2.2 | 58,782 | no change |
NEW
|
58,782 | $1,391,370 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.43% | — |
#25
Prev: #—
|
2.2 | 43,430 | no change |
NEW
|
43,430 | $1,236,886 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
Vanguard FTSE D...
|
ETF | 0.00% | 9.93% |
Sold All 😨
(Was: #1) |
0.3 | -210,997 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
Vanguard FTSE E...
|
ETF | 0.00% | 5.29% |
Sold All 😨
(Was: #4) |
0.3 | -124,438 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DVY
iShares Select ...
|
ETF | 0.00% | 4.32% |
Sold All 😨
(Was: #5) |
0.3 | -38,710 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
Uber Technologi...
|
Technology | 0.00% | 3.17% |
Sold All 😨
(Was: #8) |
0.3 | -41,195 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EVMO
Eaton Vance Mor...
|
ETF | 0.00% | 2.54% |
Sold All 😨
(Was: #9) |
0.3 | -63,666 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
Schwab US TIPS ...
|
ETF | 0.00% | 1.96% |
Sold All 😨
(Was: #10) |
0.3 | -92,749 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
iShares Russell...
|
ETF | 0.00% | 1.94% |
Sold All 😨
(Was: #11) |
0.3 | -6,773 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
Alphabet Inc (G...
|
Communication Services | 0.00% | 1.71% |
Sold All 😨
(Was: #13) |
0.3 | -8,936 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
Vanguard Short-...
|
ETF | 0.00% | 1.20% |
Sold All 😨
(Was: #18) |
0.3 | -19,057 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FREL
Fidelity MSCI R...
|
ETF | 0.00% | 1.13% |
Sold All 😨
(Was: #19) |
0.3 | -51,758 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.00% | 1.09% |
Sold All 😨
(Was: #21) |
0.3 | -2,255 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
Amphenol Corp (...
|
Technology | 0.00% | 0.92% |
Sold All 😨
(Was: #22) |
0.3 | -9,459 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACLS
Axcelis Technol...
|
Technology | 0.00% | 0.88% |
Sold All 😨
(Was: #26) |
0.3 | -11,495 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
Abbott Laborato...
|
Healthcare | 0.00% | 0.86% |
Sold All 😨
(Was: #28) |
0.3 | -8,208 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PNC
PNC Financial S...
|
Financial Services | 0.00% | 0.83% |
Sold All 😨
(Was: #29) |
0.3 | -5,259 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRZE
Braze Inc (BRZE...
|
Technology | 0.00% | 0.68% |
Sold All 😨
(Was: #31) |
0.3 | -30,397 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQI
Vanguard Global...
|
ETF | 0.00% | 0.65% |
Sold All 😨
(Was: #32) |
0.3 | -17,334 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
Walmart Inc (WM...
|
Consumer Defensive | 0.00% | 0.65% |
Sold All 😨
(Was: #33) |
0.3 | -7,976 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
Vanguard Growth...
|
ETF | 0.00% | 0.61% |
Sold All 😨
(Was: #35) |
0.3 | -1,609 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
Vanguard Mid-Ca...
|
ETF | 0.00% | 0.59% |
Sold All 😨
(Was: #37) |
0.3 | -2,536 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
Oracle Corp (OR...
|
Technology | 0.00% | 0.58% |
Sold All 😨
(Was: #38) |
0.3 | -2,617 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
The Home Depot ...
|
Consumer Cyclical | 0.00% | 0.56% |
Sold All 😨
(Was: #39) |
0.3 | -1,747 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
Adobe Inc (ADBE...
|
Technology | 0.00% | 0.53% |
Sold All 😨
(Was: #40) |
0.3 | -1,902 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTB
M & T Bank Corp...
|
Financial Services | 0.00% | 0.52% |
Sold All 😨
(Was: #41) |
0.3 | -3,366 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
Broadcom Inc (A...
|
Technology | 0.00% | 0.49% |
Sold All 😨
(Was: #42) |
0.3 | -1,877 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
iShares TR Russ...
|
ETF | 0.00% | 0.47% |
Sold All 😨
(Was: #43) |
0.3 | -1,270 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
Meta Platforms,...
|
Communication Services | 0.00% | 0.44% |
Sold All 😨
(Was: #44) |
0.3 | -770 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMCSA
Comcast Corp (C...
|
Communication Services | 0.00% | 0.44% |
Sold All 😨
(Was: #45) |
0.3 | -17,819 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSS
Vanguard FTSE A...
|
ETF | 0.00% | 0.44% |
Sold All 😨
(Was: #46) |
0.3 | -3,920 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SON
Sonoco Products...
|
Consumer Cyclical | 0.00% | 0.42% |
Sold All 😨
(Was: #48) |
0.3 | -12,526 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APD
Air Products & ...
|
Basic Materials | 0.00% | 0.42% |
Sold All 😨
(Was: #49) |
0.3 | -1,969 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
Eli Lilly And C...
|
Healthcare | 0.00% | 0.38% |
Sold All 😨
(Was: #50) |
0.3 | -639 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNI
Canadian Nation...
|
Industrials | 0.00% | 0.38% |
Sold All 😨
(Was: #51) |
0.3 | -5,117 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
Vanguard High D...
|
ETF | 0.00% | 0.38% |
Sold All 😨
(Was: #53) |
0.3 | -3,407 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOBL
ProShares S&P 5...
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #54) |
0.3 | -4,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
Parker-Hannifin...
|
Industrials | 0.00% | 0.35% |
Sold All 😨
(Was: #55) |
0.3 | -591 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
Merck & Co Inc ...
|
Healthcare | 0.00% | 0.35% |
Sold All 😨
(Was: #56) |
0.3 | -5,269 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWO
iShares Russell...
|
ETF | 0.00% | 0.35% |
Sold All 😨
(Was: #57) |
0.3 | -1,388 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
Vanguard Mid-Ca...
|
ETF | 0.00% | 0.34% |
Sold All 😨
(Was: #58) |
0.3 | -2,503 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
General Electri...
|
Industrials | 0.00% | 0.33% |
Sold All 😨
(Was: #59) |
0.3 | -1,382 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDP
Invesco DWA Mom...
|
ETF | 0.00% | 0.33% |
Sold All 😨
(Was: #60) |
0.3 | -3,519 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PWB
Invesco Dynamic...
|
ETF | 0.00% | 0.33% |
Sold All 😨
(Was: #61) |
0.3 | -3,301 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKLN
Invesco Senior ...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #62) |
0.3 | -19,513 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
iShares Core S&...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #63) |
0.3 | -6,184 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.00% | 0.27% |
Sold All 😨
(Was: #69) |
0.3 | -374 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
Palantir (PLTR)
|
Technology | 0.00% | 0.27% |
Sold All 😨
(Was: #70) |
0.3 | -1,875 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLOT
iShares Floatin...
|
ETF | 0.00% | 0.26% |
Sold All 😨
(Was: #71) |
0.3 | -6,446 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
Goldman Sachs G...
|
Financial Services | 0.00% | 0.25% |
Sold All 😨
(Was: #72) |
0.3 | -406 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UL
Unilever PLC (U...
|
Consumer Defensive | 0.00% | 0.25% |
Sold All 😨
(Was: #73) |
0.3 | -5,301 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TDY
Teledyne (TDY)
|
Technology | 0.00% | 0.25% |
Sold All 😨
(Was: #74) |
0.3 | -534 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
Amgen Inc (AMGN...
|
Healthcare | 0.00% | 0.24% |
Sold All 😨
(Was: #76) |
0.3 | -1,072 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
Williams Compan...
|
Energy | 0.00% | 0.23% |
Sold All 😨
(Was: #77) |
0.3 | -4,654 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GD
General Dynamic...
|
Industrials | 0.00% | 0.23% |
Sold All 😨
(Was: #80) |
0.3 | -854 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
American Expres...
|
Financial Services | 0.00% | 0.23% |
Sold All 😨
(Was: #81) |
0.3 | -869 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
Stryker Corpora...
|
Healthcare | 0.00% | 0.23% |
Sold All 😨
(Was: #82) |
0.3 | -775 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 0.00% | 0.22% |
Sold All 😨
(Was: #83) |
0.3 | -6,182 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
Nextera Energy ...
|
Utilities | 0.00% | 0.21% |
Sold All 😨
(Was: #84) |
0.3 | -3,620 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QCOM
QUALCOMM Incorp...
|
Technology | 0.00% | 0.21% |
Sold All 😨
(Was: #85) |
0.3 | -1,626 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COF
Capital One (CO...
|
Financial Services | 0.00% | 0.20% |
Sold All 😨
(Was: #86) |
0.3 | -1,226 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
Accenture Plc (...
|
Technology | 0.00% | 0.20% |
Sold All 😨
(Was: #87) |
0.3 | -1,032 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BR
Broadridge Fina...
|
Technology | 0.00% | 0.20% |
Sold All 😨
(Was: #88) |
0.3 | -1,063 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJT
iShares S&P Sma...
|
ETF | 0.00% | 0.20% |
Sold All 😨
(Was: #89) |
0.3 | -1,791 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJK
iShares S&P Mid...
|
ETF | 0.00% | 0.20% |
Sold All 😨
(Was: #90) |
0.3 | -2,638 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBKR
Interactive Bro...
|
Financial Services | 0.00% | 0.19% |
Sold All 😨
(Was: #91) |
0.3 | -3,471 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
iShares Bitcoin...
|
ETF | 0.00% | 0.19% |
Sold All 😨
(Was: #92) |
0.3 | -3,628 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR Gold Share...
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #93) |
0.3 | -660 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CDL
VictoryShares U...
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #94) |
0.3 | -3,371 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
Blackstone Grou...
|
Financial Services | 0.00% | 0.18% |
Sold All 😨
(Was: #95) |
0.3 | -1,341 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SONY
Sony Group (SON...
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #96) |
0.3 | -7,693 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBRA
Zebra Technolog...
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #98) |
0.3 | -722 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STX
Seagate Technol...
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #99) |
0.3 | -900 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WRB
Berkley W R Cor...
|
Financial Services | 0.00% | 0.16% |
Sold All 😨
(Was: #101) |
0.3 | -2,739 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
Altria Group In...
|
Consumer Defensive | 0.00% | 0.16% |
Sold All 😨
(Was: #102) |
0.3 | -3,115 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE Vernova Inc ...
|
Industrials | 0.00% | 0.16% |
Sold All 😨
(Was: #103) |
0.3 | -335 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EW
Edwards Lifesci...
|
Healthcare | 0.00% | 0.16% |
Sold All 😨
(Was: #104) |
0.3 | -2,640 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
Advanced Micro ...
|
Technology | 0.00% | 0.16% |
Sold All 😨
(Was: #105) |
0.3 | -1,261 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ATO
Atmos Energy Co...
|
Utilities | 0.00% | 0.16% |
Sold All 😨
(Was: #107) |
0.3 | -1,184 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
JPMorgan Equity...
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #108) |
0.3 | -3,509 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
Wells Fargo & C...
|
Financial Services | 0.00% | 0.16% |
Sold All 😨
(Was: #109) |
0.3 | -2,390 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 188 holdings