CIK 1475896
Asset Dedication, LLC
Institutional 13F holdings & portfolio
Holdings
1,126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TTD | THE TRADE DESK INC | 1K | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 456 | $15K–$50K | SH |
| SCCO | SOUTHERN COPPER CORP | 334 | $15K–$50K | SH |
| IAUM | ISHARES GOLD TR | 1K | $15K–$50K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 2K | $15K–$50K | SH |
| IWP | ISHARES TR | 336 | $15K–$50K | SH |
| SCI | SERVICE CORP INTL | 586 | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 395 | $15K–$50K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 1K | $15K–$50K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| DJD | INVESCO EXCHANGE TRADED FD T | 791 | $15K–$50K | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 2K | $15K–$50K | SH |
| RACE | FERRARI N V | 121 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC | 560 | $15K–$50K | SH |
| WDAY | WORKDAY INC | 207 | $15K–$50K | SH |
| SYY | SYSCO CORP | 603 | $15K–$50K | SH |
| IBTO | ISHARES TR | 2K | $15K–$50K | SH |
| SPYX | SPDR SERIES TRUST | 780 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 54 | $15K–$50K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 692 | $15K–$50K | SH |
| HUBS | HUBSPOT INC | 107 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP | 303 | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 2K | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 732 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC | 342 | $15K–$50K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 466 | $15K–$50K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 640 | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD | 435 | $15K–$50K | SH |
| VOD | VODAFONE GROUP PLC NEW | 3K | $15K–$50K | SH |
| HEI.A | HEICO CORP NEW | 164 | $15K–$50K | SH |
| AVSU | AMERICAN CENTY ETF TR | 541 | $15K–$50K | SH |
| ITA | ISHARES TR | 191 | $15K–$50K | SH |
| SILA | SILA REALTY TRUST INC | 2K | $15K–$50K | SH |
| GGG | GRACO INC | 491 | $15K–$50K | SH |
| NWSA | NEWS CORP NEW | 2K | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 69 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO | 204 | $15K–$50K | SH |
| MTB | M & T BK CORP | 196 | $15K–$50K | SH |
| NOK | NOKIA CORP | 6K | $15K–$50K | SH |
| VTYX | VENTYX BIOSCIENCES INC | 4K | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 810 | $15K–$50K | SH |
| VOX | VANGUARD WORLD FD | 200 | $15K–$50K | SH |
| A | AGILENT TECHNOLOGIES INC | 284 | $15K–$50K | SH |
| WY | WEYERHAEUSER CO MTN BE | 2K | $15K–$50K | SH |
| STT | STATE STR CORP | 296 | $15K–$50K | SH |
| WAT | WATERS CORP | 100 | $15K–$50K | SH |
| REGL | PROSHARES TR | 450 | $15K–$50K | SH |
| BIV | VANGUARD BD INDEX FDS | 484 | $15K–$50K | SH |
| BLOK | AMPLIFY ETF TR | 643 | $15K–$50K | SH |
| NDSN | NORDSON CORP | 151 | $15K–$50K | SH |