-
Signature - Title
-
Kerry Tallon - CCO
-
Location
-
Pittsford, NY
-
Holdings as of
-
31 Dec 2024
-
Value $
-
$103,211,176
-
Num holdings
-
105
-
Filing time
-
03 Feb 2025, 21:57:40 UTC
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included IVV, IWV, QQQ, DMRC, and BNL.
-
Options Holdings
-
Showing stock holdings,
see here
for options holdings