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CIK 0001779506 • 3 13F filings • Jun 10, 2026 – Jul 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABERDEEN STD ETF PLATINUM TR PHYSICAL SHS | ETF | $2K | 0.0% | 10 SH | New |
| ADVISORS INNER ETF CIRCLE FD 111 DEMOCRATIC LARGE CAP CORE | ETF | $241K | 0.5% | 5,659 SH | New |
| ALPS TR ETF ALERIAN MLP NEW | ETF | $742K | 1.6% | 15,780 SH | New |
| ALTRIA GROUP INC | Stock | $110K | 0.2% | 1,908 SH | New |
| BITWISE XRP ETF BENEFICIAL INT | ETF | $10.0M | 21.7%Prev: 0.0% | 487,423 SH | Increased+486,679 SH |
| CHENIERE ENERGY INC NEW | Stock | $49K | 0.1% | 250 SH | New |
| CHEVRON CORPORATION | Stock | $37K | 0.1%Prev: 0.0% | 242 SH | Increased |
| CLOROX COMPANY | Stock | $680K | 1.5% | 6,744 SH | New |
| COLGATE-PALMOLIVE CO | Stock | $16K | 0.0% | 204 SH | New |
| COSTCO WHSL CORP NEW COM | Stock | $561K | 1.2%Prev: 0.0% | 650 SH | Increased+50 SH |
| DUKE ENERGY CORP COM NEW | Stock | $2.2M | 4.7% | 18,385 SH | New |
| EXXON MOBIL CORP | Stock | $37K | 0.1%Prev: 0.0% | 311 SH | Increased |
| FISERV INC | Stock | $5.0M | 11.0% | 75,106 SH | New |
| GE AEROSPACE NEW | Stock | $55K | 0.1%Prev: 0.0% | 177 SH | Increased |
| GE HEALTHCARE TECHS INC | Stock | $5K | 0.0%Prev: 0.0% | 59 SH | Increased |
| GE VERNOVA LLC | Stock | $29K | 0.1%Prev: 0.0% | 44 SH | Increased |
| GENERAL MILLS INC | Stock | $3.4M | 7.3% | 72,484 SH | New |
| GETTY REALTY CORP NEW | REIT | $41K | 0.1% | 1,500 SH | New |
| GLOBAL X FDS ETF GLOBAL X LITHIUM & BATTERY TECH | ETF | $122K | 0.3% | 1,876 SH | New |
| GLOBAL X FUNDS ETF SUPERDIVIDEND U S | ETF | $35K | 0.1% | 2,000 SH | New |
| GSK PLC ADR SPONSORED ADR NEW | Stock | $4K | 0.0% | 80 SH | New |
| HINGE HEALTH INC CL A | Stock | $5K | 0.0% | 100 SH | New |
| IREN LTD | Stock | $19K | 0.0% | 500 SH | New |
| ISHARES ETF MICRO-CAP | ETF | $3K | 0.0% | 18 SH | New |
| KIMBERLY-CLARK CORP | Stock | $90K | 0.2% | 897 SH | New |
| KRATOS DEFENSE AND SECURITY SOLUTIONS | Stock | $4K | 0.0% | 50 SH | New |
| LOWES COMPANIES INC | Stock | $217K | 0.5%Prev: 0.0% | 900 SH | Increased+100 SH |
| MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | Stock | $53K | 0.1% | 1,000 SH | New |
| NOVO NORDISK A S ADR | Stock | $5.6M | 12.2% | 110,173 SH | New |
| ONEOK INC NEW | Stock | $25K | 0.1% | 340 SH | New |
| OPPORTUNITIES TR ETF REX-OSPREY XRP | ETF | $12K | 0.0% | 816 SH | New |
| OSCAR HEALTH INC CL A | Stock | $38K | 0.1% | 2,630 SH | New |
| PETROLEO BRASILEIRO - SPON ADR - PETROBRAS | Stock | $2.7M | 6.0% | 231,382 SH | New |
| PFIZER INCORPORATED | Stock | $12K | 0.0%Prev: 0.0% | 500 SH | Increased |
| PHILIP MORRIS INTERNATIONAL INC | Stock | $4.9M | 10.6% | 30,506 SH | New |
| PROCTER & GAMBLE CO | Stock | $6.2M | 13.5% | 43,482 SH | New |
| PROSHARES TR ETF K-1 FREE CRUDE OIL NEW | ETF | $5K | 0.0% | 133 SH | New |
| SPROTT LITHIUM ETF MINERS | ETF | $2.7M | 5.8% | 223,375 SH | New |
| SPROTT PHYSICAL URANIUM | Stock | $3K | 0.0% | 153 SH | New |
| STATE STREET SPDR ETF S&P METALS & MINING | ETF | $12K | 0.0% | 114 SH | New |
| SUNOCO LP | Stock | $39K | 0.1% | 750 SH | New |
| VERIZON COMMUNICATIONS COM | Stock | $20K | 0.0% | 500 SH | New |
| VIATRIS INC COM | Stock | $971 | 0.0%Prev: 0.0% | 78 SH | Increased |
| WABTEC | Stock | $1K | 0.0%Prev: 0.0% | 7 SH | Increased |
| WSFS FINANCIAL CORP | Stock | $1K | 0.0%Prev: 0.0% | 21 SH | Increased |
| 13F-HR |
| 0001779506-26-000003 |
| $117.8M |
| View |