SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-07 |
| Reported value | $3,848,344,700 |
| Positions | 3,129 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | COMMON STOCK | $79,342,618 | 127,786 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $78,392,334 | 157,600 |
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | SPY | COMMON STOCK | $66,805,591 | 108,125 |
| SPDR S&P 500 ETF TRUST | SPY | OTHER | $65,409,309 | 105,866 |
| APPLE INC | AAPL | COMMON STOCK | $64,823,905 | 315,951 |
| CISCO SYSTEMS INC | CSCO | COMMON STOCK | $56,790,890 | 818,548 |
| ISHARES MSCI EAFE ETF | EFA | OTHER | $52,544,157 | 587,808 |
| HOME DEPOT INC | HD | COMMON STOCK | $47,848,654 | 130,505 |
| JP MORGAN CHASE & CO | JPM | COMMON STOCK | $43,046,127 | 148,481 |
| ISHARES RUSSELL 1000 GROWTH ET | IWF | OTHER | $37,577,877 | 88,506 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.