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CIK 0001904828 • 4 13F filings • Apr 17, 2025 – Jan 23, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.4M | 1.7%Prev: 1.9% | 18,828 SH | Decreased-47 SH |
| ABBVIE INC | COM | $413K | 0.3%Prev: 0.3% | 1,809 SH | Decreased |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $3.3M | 2.4%Prev: 1.6% | 48,510 SH | Increased+565 SH |
| ALPHABET INC | CAP STK CL A | $6.9M | 5.0%Prev: 4.1% | 22,112 SH | Increased-636 SH |
| AMAZON COM INC | COM | $8.2M | 5.9%Prev: 5.7% | 35,734 SH | Increased+277 SH |
| AMGEN INC | COM | $1.3M | 0.9%Prev: 0.8% | 3,869 SH | Increased-83 SH |
| AMPHENOL CORP NEW | CL A | $245K | 0.2%Prev: 0.2% | 1,813 SH | Increased-10 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $4.7M | 3.3%Prev: 2.9% | 54,572 SH | Increased-1,320 SH |
| APPLE INC | COM | $7.1M | 5.1%Prev: 5.0% | 26,215 SH | Increased-358 SH |
| AUTOLUS THERAPEUTICS PLC | SPON ADS | $53K | 0.0%Prev: 0.0% | 26,870 SH | Increased |
| BANK NEW YORK MELLON CORP | COM | $255K | 0.2%Prev: 0.2% | 2,195 SH | Increased-33 SH |
| BLACKSTONE INC | COM | $310K | 0.2%Prev: 0.3% | 2,013 SH | Decreased |
| CARDINAL HEALTH INC | COM | $204K | 0.1% | 995 SH | New |
| CATERPILLAR INC | COM | $3.9M | 2.8%Prev: 2.4% | 6,751 SH | Increased-100 SH |
| CONSTELLATION ENERGY CORP | COM | $239K | 0.2%Prev: 0.2% | 677 SH | Increased-25 SH |
| COSTCO WHSL CORP NEW | COM | $4.1M | 2.9%Prev: 3.3% | 4,727 SH | Decreased-64 SH |
| CURTISS WRIGHT CORP | COM | $256K | 0.2%Prev: 0.2% | 464 SH | Decreased-10 SH |
| DT MIDSTREAM INC | COMMON STOCK | $260K | 0.2%Prev: 0.2% | 2,169 SH | Increased+41 SH |
| ENTERGY CORP NEW | COM | $370K | 0.3%Prev: 0.3% | 4,000 SH | Decreased |
| EXXON MOBIL CORP | COM | $450K | 0.3%Prev: 0.3% | 3,737 SH | Increased+2 SH |
| FIRST TR EXCHANGE-TRADED FD | COMMON SHS | $2.7M | 1.9%Prev: 1.9% | 155,060 SH | Increased-1,811 SH |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | $1.3M | 0.9%Prev: 0.9% | 23,769 SH | Increased+660 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $2.2M | 1.6%Prev: 1.6% | 42,172 SH | Increased+469 SH |
| GOLDMAN SACHS GROUP INC | COM | $245K | 0.2%Prev: 0.2% | 279 SH | Increased-3 SH |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $1.3M | 0.9%Prev: 0.8% | 29,401 SH | Increased+2,534 SH |
| GUARDANT HEALTH INC | COM | $204K | 0.1% | 2,000 SH | New |
| HOWMET AEROSPACE INC | COM | $4.0M | 2.8%Prev: 2.9% | 19,337 SH | Increased-691 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $214K | 0.2%Prev: 0.2% | 724 SH | Increased-12 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $229K | 0.2%Prev: 0.2% | 1,196 SH | Increased+1 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 1.1%Prev: 1.2% | 2,392 SH | Decreased-342 SH |
| ISHARES TR | CORE HIGH DV ETF | $974K | 0.7%Prev: 0.7% | 8,013 SH | Increased+709 SH |
| ISHARES TR | MSCI JP VALUE | $2.7M | 1.9%Prev: 2.0% | 68,138 SH | Increased+51 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $10.5M | 7.5%Prev: 7.2% | 182,906 SH | Increased+12,100 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $3.4M | 2.4%Prev: 2.4% | 73,147 SH | Increased+2,779 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $6.9M | 4.9%Prev: 4.9% | 118,017 SH | Increased+977 SH |
| JPMORGAN CHASE & CO. | COM | $3.1M | 2.2%Prev: 2.2% | 9,598 SH | Increased-55 SH |
| LEIDOS HOLDINGS INC | COM | $2.7M | 1.9%Prev: 2.1% | 14,896 SH | Decreased-207 SH |
| LOCKHEED MARTIN CORP | COM | $461K | 0.3%Prev: 0.4% | 952 SH | Decreased-15 SH |
| MCDONALDS CORP | COM | $2.0M | 1.4%Prev: 1.5% | 6,492 SH | Decreased-121 SH |
| MERCK & CO INC | COM | $1.1M | 0.8%Prev: 0.6% | 10,072 SH | Increased-90 SH |
| META PLATFORMS INC | CL A | $3.0M | 2.2%Prev: 2.4% | 4,545 SH | Decreased+165 SH |
| MICROSOFT CORP | COM | $10.3M | 7.4%Prev: 8.1% | 21,200 SH | Decreased-231 SH |
| NEWMONT CORP | COM | $213K | 0.2% | 2,135 SH | New |
| NOVO-NORDISK A S | ADR | $1.3M | 0.9% | 25,451 SH | New |
| NRG ENERGY INC | COM NEW | $237K | 0.2%Prev: 0.2% | 1,487 SH | Decreased-45 SH |
| NVIDIA CORPORATION | COM | $614K | 0.4%Prev: 0.6% | 3,290 SH | Decreased-1,157 SH |
| ONEOK INC NEW | COM | $2.1M | 1.5%Prev: 2.2% | 28,631 SH | Decreased-12,229 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $266K | 0.2%Prev: 0.2% | 1,494 SH | Decreased-168 SH |
| PFIZER INC | COM | $516K | 0.4%Prev: 0.4% | 20,738 SH | Decreased |
| REGENERON PHARMACEUTICALS | COM | $2.2M | 1.6%Prev: 1.2% | 2,849 SH | Increased-36 SH |
| REZOLVE AI PLC | ORD SHS | $35K | 0.0%Prev: 0.3% | 13,750 SH | Decreased-59,450 SH |
| ROBINHOOD MKTS INC | COM CL A | $1.3M | 1.0%Prev: 1.2% | 11,726 SH | Decreased-31 SH |
| ROIVANT SCIENCES LTD | SHS | $209K | 0.1% | 9,622 SH | New |
| SAFE PRO GROUP INC | COM | $282K | 0.2%Prev: 0.2% | 67,900 SH | Increased+37,400 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $267K | 0.2% | 6,247 SH | New |
| SHELL PLC | SPON ADS | $2.6M | 1.8%Prev: 1.9% | 34,812 SH | Increased-753 SH |
| SOUTHERN CO | COM | $251K | 0.2%Prev: 0.2% | 2,880 SH | Decreased+3 SH |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $2.7M | 1.9%Prev: 1.9% | 41,821 SH | Increased-290 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $578K | 0.4% | 848 SH | New |
| T-MOBILE US INC | COM | $1.7M | 1.2%Prev: 2.0% | 8,415 SH | Decreased-2,900 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.6M | 5.4%Prev: 5.4% | 24,945 SH | Increased-1,176 SH |
| THE TRADE DESK INC | COM CL A | $231K | 0.2% | 6,092 SH | New |
| UBER TECHNOLOGIES INC | COM | $948K | 0.7%Prev: 0.8% | 11,607 SH | Decreased-49 SH |
| UNITED STATES ANTIMONY CORP | COM | $119K | 0.1% | 23,624 SH | New |
| UNITEDHEALTH GROUP INC | COM | $1.3M | 0.9%Prev: 1.0% | 3,950 SH | Decreased-58 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $413K | 0.3%Prev: 0.2% | 5,299 SH | Increased+1,761 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $357K | 0.3%Prev: 0.3% | 570 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $2.1M | 1.5%Prev: 1.5% | 2,833 SH | Increased+109 SH |
| VENTURE GLOBAL INC | COM CL A | $660K | 0.5%Prev: 1.2% | 96,779 SH | Decreased-21,620 SH |
| WELLS FARGO CO NEW | COM | $205K | 0.1% | 2,199 SH | New |
| WISDOMTREE TR | INDIA ERNGS FD | $2.5M | 1.8%Prev: 1.8% | 54,126 SH | Increased-487 SH |
| 13F-HR |
| 0001904828-25-000005 |
| $124.7M |
| View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001904828-25-000003 | $108.1M | View |