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CIK 0002056559 • 3 13F filings • Apr 16, 2025 – Oct 15, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $245K | 0.2% | 1,059 SH | New |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.9%Prev: 0.7% | 4,419 SH | Increased+192 SH |
| ALPHABET INC | CAP STK CL C | $586K | 0.5%Prev: 0.5% | 2,386 SH | Increased-620 SH |
| AMAZON COM INC | COM | $1.3M | 1.1%Prev: 1.2% | 5,636 SH | Decreased-363 SH |
| AMERICAN EXPRESS CO | COM | $257K | 0.2%Prev: 0.3% | 793 SH | Decreased-128 SH |
| APPLE INC | COM | $3.2M | 2.7%Prev: 2.3% | 12,552 SH | Increased+12 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $223K | 0.2%Prev: 0.2% | 766 SH | Decreased+2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $283K | 0.2%Prev: 0.2% | 566 SH | Increased+33 SH |
| BROADCOM INC | COM | $1.1M | 0.9%Prev: 0.9% | 3,261 SH | Increased-217 SH |
| CATERPILLAR INC | COM | $211K | 0.2% | 420 SH | New |
| CISCO SYS INC | COM | $276K | 0.2%Prev: 0.2% | 3,920 SH | Increased+95 SH |
| COCA COLA CO | COM | $279K | 0.2%Prev: 0.3% | 4,218 SH | Decreased-126 SH |
| COSTCO WHSL CORP NEW | COM | $211K | 0.2%Prev: 0.2% | 231 SH | Decreased-41 SH |
| EATON CORP PLC | SHS | $383K | 0.3%Prev: 0.3% | 1,016 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $482K | 0.4%Prev: 0.2% | 570 SH | Increased+206 SH |
| EXELON CORP | COM | $291K | 0.2%Prev: 0.2% | 6,234 SH | Increased+81 SH |
| EXXON MOBIL CORP | COM | $297K | 0.2%Prev: 0.3% | 2,605 SH | Decreased-229 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $578K | 0.5%Prev: 0.4% | 20,872 SH | Increased+5,285 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | $1.3M | 1.1%Prev: 0.8% | 41,453 SH | Increased+11,276 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUTY | $382K | 0.3%Prev: 0.2% | 12,116 SH | Increased+3,232 SH |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | $1.5M | 1.3%Prev: 1.0% | 46,306 SH | Increased+12,423 SH |
| GALLAGHER ARTHUR J & CO | COM | $246K | 0.2%Prev: 0.2% | 800 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $437K | 0.4%Prev: 0.4% | 1,511 SH | Decreased-52 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $281K | 0.2%Prev: 0.6% | 4,005 SH | Decreased-5,839 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $4.0M | 3.3%Prev: 3.0% | 74,543 SH | Increased+11,632 SH |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $7.5M | 6.2%Prev: 6.4% | 155,620 SH | Increased-6,165 SH |
| JOHNSON & JOHNSON | COM | $365K | 0.3%Prev: 0.3% | 1,926 SH | Increased+57 SH |
| JPMORGAN CHASE & CO. | COM | $462K | 0.4%Prev: 0.4% | 1,518 SH | Increased+99 SH |
| LAM RESEARCH CORP | COM NEW | $242K | 0.2%Prev: 0.2% | 1,697 SH | Increased-534 SH |
| MASTERCARD INCORPORATED | CL A | $233K | 0.2%Prev: 0.2% | 405 SH | Increased+1 SH |
| MCDONALDS CORP | COM | $507K | 0.4%Prev: 0.4% | 1,722 SH | Increased+292 SH |
| META PLATFORMS INC | CL A | $586K | 0.5%Prev: 0.5% | 817 SH | Increased+50 SH |
| MICROSOFT CORP | COM | $3.1M | 2.6%Prev: 2.8% | 5,912 SH | Increased-219 SH |
| NETFLIX INC | COM | $340K | 0.3%Prev: 0.3% | 280 SH | Increased+40 SH |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $2.1M | 1.7%Prev: 1.8% | 147,399 SH | Increased+5,866 SH |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $6.5M | 5.4%Prev: 6.0% | 102,705 SH | Decreased-13,568 SH |
| NVIDIA CORPORATION | COM | $3.5M | 2.9%Prev: 2.8% | 18,502 SH | Increased-286 SH |
| ORACLE CORP | COM | $252K | 0.2%Prev: 0.2% | 872 SH | Increased-13 SH |
| PROCTER AND GAMBLE CO | COM | $364K | 0.3%Prev: 0.3% | 2,416 SH | Decreased-67 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $558K | 0.5% | 4,882 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $14.2M | 11.8%Prev: 10.3% | 436,270 SH | Increased+44,566 SH |
| SHENANDOAH TELECOMMUNICATION | COM | $151K | 0.1%Prev: 0.4% | 10,958 SH | Decreased-19,849 SH |
| SPDR GOLD TR | GOLD SHS | $891K | 0.7%Prev: 0.5% | 2,393 SH | Increased+615 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $6.0M | 5.0%Prev: 5.0% | 138,870 SH | Increased-3,196 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $835K | 0.7% | 1,241 SH | New |
| TELEFONICA S A | SPONSORED ADR | $92K | 0.1% | 18,433 SH | New |
| TESLA INC | COM | $442K | 0.4%Prev: 0.3% | 1,007 SH | Increased+54 SH |
| THOR FINL TECHNOLOGIES TR | INDEX ROTATION | $870K | 0.7% | 27,389 SH | New |
| TJX COS INC NEW | COM | $213K | 0.2% | 1,511 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.8M | 2.4%Prev: 2.0% | 36,330 SH | Increased+7,235 SH |
| VISA INC | COM CL A | $295K | 0.2%Prev: 0.3% | 839 SH | Decreased-63 SH |
| WALMART INC | COM | $282K | 0.2%Prev: 0.3% | 2,745 SH | Decreased-767 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $180K | 0.1% | 10,082 SH | New |
| WISDOMTREE TR | DYNAMIC INTL EQT | $6.9M | 5.8%Prev: 0.2% | 164,875 SH | Increased+159,796 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $5.3M | 4.4%Prev: 4.4% | 136,181 SH | Increased-7,071 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $2.0M | 1.6%Prev: 1.7% | 44,468 SH | Increased+3,572 SH |
| WISDOMTREE TR | MORTGAGE PLUS BD | $3.8M | 3.1%Prev: 2.7% | 84,968 SH | Increased+15,677 SH |
| WISDOMTREE TR | US HGH YLD CORP | $1.6M | 1.4%Prev: 1.3% | 35,259 SH | Increased+3,549 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $4.2M | 3.5%Prev: 2.9% | 81,593 SH | Increased+16,218 SH |
| WISDOMTREE TR | US MULTIFACTOR | $4.2M | 3.5%Prev: 4.7% | 80,252 SH | Decreased-25,050 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $9.4M | 7.8%Prev: 9.3% | 105,749 SH | Decreased-18,721 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $2.8M | 2.4%Prev: 1.8% | 51,262 SH | Increased+12,676 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $6.7M | 5.6%Prev: 5.3% | 152,014 SH | Increased+14,066 SH |
| 13F-HR |
| 0001754960-25-000200 |
| $98.7M |
| View |