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CIK 0000354923 • 7 13F filings • Apr 17, 2025 – Oct 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.2M | 0.4%Prev: 0.3% | 4,336 SH | Increased+17 SH |
| ALPHABET INC | CAP STK CL A | $286K | 0.1%Prev: 0.1% | 913 SH | Decreased-1 SH |
| ALPHABET INC | CAP STK CL C | $16.0M | 5.9%Prev: 5.5% | 51,108 SH | Increased+6,034 SH |
| ALPS ETF TR | ALERIAN MLP | $17.7M | 6.5%Prev: 5.6% | 375,719 SH | Increased+74,017 SH |
| AMAZON COM INC | COM | $12.8M | 4.8%Prev: 4.8% | 55,644 SH | Decreased+2,060 SH |
| APPLE INC | COM | $13.1M | 4.8%Prev: 5.4% | 48,132 SH | Decreased+2,940 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.0M | 4.4%Prev: 4.3% | 23,779 SH | Decreased-327 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $21.1M | 7.8%Prev: 4.3% | 422,173 SH | Increased+176,106 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $340K | 0.1%Prev: 0.1% | 1,148 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $17.7M | 6.6%Prev: 5.7% | 112,897 SH | Increased+9,663 SH |
| ISHARES INC | MSCI GBL MIN VOL | $27.2M | 10.1% | 228,748 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $30.4M | 11.3%Prev: 11.9% | 177,992 SH | Decreased+2,859 SH |
| ISHARES TR | ULTRA SHORT DUR | $668K | 0.2%Prev: 0.2% | 13,202 SH | Increased+2,109 SH |
| NVIDIA CORPORATION | COM | $736K | 0.3%Prev: 0.3% | 3,947 SH | Decreased-75 SH |
| PACER FDS TR | US CASH COWS 100 | $14.3M | 5.3% | 237,718 SH | New |
| PROCTER AND GAMBLE CO | COM | $203K | 0.1% | 1,416 SH | New |
| SOUTHERN CO | COM | $211K | 0.1% | 2,415 SH | New |
| TESLA INC | COM | $2.1M | 0.8%Prev: 0.6% | 4,761 SH | Increased+9 SH |
| THE REAL BROKERAGE INC | COM NEW | $43K | 0.0% | 11,714 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $28.6M | 10.6% | 98,634 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.3M | 3.1%Prev: 2.7% | 13,249 SH | Increased+2,350 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $28.2M | 10.4% | 109,261 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.5% | 4,153 SH | New |
| VANGUARD WORLD FD | FINANCIALS ETF | $14.9M | 5.5%Prev: 5.2% | 111,389 SH | Increased-613 SH |
| WALMART INC | COM | $429K | 0.2%Prev: 0.1% | 3,850 SH | Increased-10 SH |
| 13F-HR |
| 0000354923-25-000007 |
| $263.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0000354923-26-000007 | $298.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0000354923-25-000005 | $246.0M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0000354923-26-000006 | $269.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0000354923-25-000004 | $231.1M | View |