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CIK 0001596920 • 3 13F filings • Apr 11, 2025 – Oct 28, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $308K | 0.1%Prev: 0.2% | 2,300 SH | Decreased-500 SH |
| ALPHABET INC | CAP STK CL A | $540K | 0.2%Prev: 0.2% | 2,220 SH | Increased |
| ALPHABET INC | CAP STK CL C | $487K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| ALTRIA GROUP INC | COM | $469K | 0.2%Prev: 0.2% | 7,102 SH | Increased |
| AMAZON COM INC | COM | $514K | 0.2%Prev: 0.3% | 2,339 SH | Increased |
| APPLE INC | COM | $1.8M | 0.8%Prev: 0.7% | 6,882 SH | Increased+10 SH |
| AT&T INC | COM | $1.0M | 0.5%Prev: 0.5% | 36,040 SH | Decreased |
| BANK AMERICA CORP | COM | $206K | 0.1% | 3,992 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.3%Prev: 1.4% | 5,719 SH | Increased |
| BROADCOM INC | COM | $341K | 0.2%Prev: 0.1% | 1,034 SH | Increased+12 SH |
| CATERPILLAR INC | COM | $3.6M | 1.7%Prev: 1.5% | 7,549 SH | Increased |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | $216K | 0.1%Prev: 0.1% | 29,000 SH | Decreased |
| EXXON MOBIL CORP | COM | $286K | 0.1%Prev: 0.1% | 2,534 SH | Increased-100 SH |
| FLEX LTD | ORD | $15.5M | 7.2%Prev: 6.7% | 267,835 SH | Increased+84 SH |
| GALLAGHER ARTHUR J & CO | COM | $17.6M | 8.1%Prev: 9.2% | 56,663 SH | Decreased-951 SH |
| GOLDMAN SACHS GROUP INC | COM | $239K | 0.1%Prev: 0.1% | 300 SH | Increased |
| GSK PLC | SPONSORED ADR | $342K | 0.2%Prev: 0.2% | 7,928 SH | Increased |
| HOME DEPOT INC | COM | $947K | 0.4%Prev: 0.4% | 2,336 SH | Increased |
| HONEYWELL INTL INC | COM | $270K | 0.1%Prev: 0.1% | 1,285 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $607K | 0.3%Prev: 0.4% | 2,150 SH | Decreased-312 SH |
| INVESCO QQQ TR | UNIT SER 1 | $30.9M | 14.3%Prev: 14.2% | 51,460 SH | Increased-309 SH |
| ISHARES GOLD TR | ISHARES NEW | $4.9M | 2.3%Prev: 2.3% | 67,117 SH | Increased-6,232 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 0.7%Prev: 0.7% | 2,129 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $306K | 0.1%Prev: 0.1% | 3,288 SH | Increased |
| ISHARES TR | ESG AWR MSCI USA | $421K | 0.2%Prev: 0.2% | 2,889 SH | Increased-128 SH |
| ISHARES TR | HDG MSCI EAFE | $1.2M | 0.6%Prev: 0.6% | 31,360 SH | Increased+532 SH |
| ISHARES TR | RUS MID CAP ETF | $344K | 0.2%Prev: 0.2% | 3,560 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $450K | 0.2%Prev: 0.2% | 1,860 SH | Increased |
| ISHARES TR | US HOME CONS ETF | $215K | 0.1% | 2,000 SH | New |
| JOHNSON & JOHNSON | COM | $575K | 0.3%Prev: 0.2% | 3,100 SH | Increased |
| KLA CORP | COM NEW | $11.7M | 5.4%Prev: 4.9% | 10,886 SH | Increased-1 SH |
| LIVEPERSON INC | COM | $15K | 0.0%Prev: 0.0% | 25,107 SH | Decreased |
| LOWES COS INC | COM | $653K | 0.3%Prev: 0.3% | 2,600 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $775K | 0.4%Prev: 0.4% | 1,363 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $227K | 0.1% | 1,358 SH | New |
| MICROSOFT CORP | COM | $4.2M | 2.0%Prev: 2.0% | 8,172 SH | Increased |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | $7.7M | 3.6%Prev: 4.1% | 255,877 SH | Decreased-358 SH |
| NIKE INC | CL B | $321K | 0.1%Prev: 0.2% | 4,600 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.7M | 0.8%Prev: 0.8% | 9,122 SH | Increased-1,000 SH |
| ORACLE CORP | COM | $337K | 0.2%Prev: 0.1% | 1,200 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $556K | 0.3%Prev: 0.3% | 3,617 SH | Decreased+10 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $2.5M | 1.2%Prev: 1.1% | 22,688 SH | Increased |
| PROSHARES TR | PSHS ULTRA QQQ | $3.4M | 1.6%Prev: 1.5% | 24,928 SH | Increased |
| REGIONS FINANCIAL CORP NEW | COM | $565K | 0.3%Prev: 0.3% | 21,434 SH | Increased |
| REKOR SYSTEMS INC | COM | $2.7M | 1.2%Prev: 1.0% | 1,700,650 SH | Increased |
| REPUBLIC BANCORP INC KY | CL A | $1.5M | 0.7%Prev: 0.8% | 21,000 SH | Decreased |
| SELECT SECTOR SPDR TR | COMMUNICATION | $21.9M | 10.1%Prev: 10.0% | 185,200 SH | Increased-283 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $2.9M | 1.4%Prev: 1.2% | 33,558 SH | Increased+2,957 SH |
| SPDR GOLD TR | GOLD SHS | $36.1M | 16.7%Prev: 15.6% | 101,674 SH | Increased-861 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.1M | 1.9%Prev: 2.1% | 6,211 SH | Decreased-710 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $465K | 0.2%Prev: 0.2% | 780 SH | Increased |
| TESLA INC | COM | $558K | 0.3%Prev: 0.2% | 1,254 SH | Increased |
| UNUM GROUP | COM | $20.0M | 9.3%Prev: 10.7% | 257,423 SH | Decreased-7,166 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $606K | 0.3%Prev: 0.3% | 989 SH | Increased-37 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $253K | 0.1%Prev: 0.1% | 2,132 SH | Increased+18 SH |
| VISA INC | COM CL A | $871K | 0.4%Prev: 0.5% | 2,550 SH | Decreased |
| WALMART INC | COM | $201K | 0.1% | 1,949 SH | New |
| WASTE MGMT INC DEL | COM | $225K | 0.1%Prev: 0.1% | 1,017 SH | Decreased |
| 13F-HR |
| 0001596920-25-000003 |
| $180.3M |
| View |