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 551–600 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INDA | ISHARES TR | 670 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC | 231 | $15K–$50K | SH |
| GRMN | GARMIN LTD | 175 | $15K–$50K | SH |
| VVV | VALVOLINE INC | 1K | $15K–$50K | SH |
| FALN | ISHARES TR | 1K | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW | 946 | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW | 1K | $15K–$50K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 368 | $15K–$50K | SH |
| DCI | DONALDSON INC | 377 | $15K–$50K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 180 | $15K–$50K | SH |
| LOUP | INNOVATOR ETFS TRUST | 436 | $15K–$50K | SH |
| FTNT | FORTINET INC | 419 | $15K–$50K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 197 | $15K–$50K | SH |
| RKLB | ROCKET LAB CORP | 475 | $15K–$50K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 908 | $15K–$50K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 447 | $15K–$50K | SH |
| CINF | CINCINNATI FINL CORP | 201 | $15K–$50K | SH |
| HYG | ISHARES TR | 405 | $15K–$50K | SH |
| IBN | ICICI BANK LIMITED | 1K | $15K–$50K | SH |
| SYF | SYNCHRONY FINANCIAL | 387 | $15K–$50K | SH |
| PKG | PACKAGING CORP AMER | 156 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC | 240 | $15K–$50K | SH |
| DGX | QUEST DIAGNOSTICS INC | 183 | $15K–$50K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 350 | $15K–$50K | SH |
| AMLP | ALPS ETF TR | 672 | $15K–$50K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 548 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 374 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 375 | $15K–$50K | SH |
| HCA | HCA HEALTHCARE INC | 64 | $15K–$50K | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 343 | $15K–$50K | SH |
| ICLR | ICON PLC | 161 | $15K–$50K | SH |
| FTV | FORTIVE CORP | 530 | $15K–$50K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 220 | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 318 | $15K–$50K | SH |
| IEF | ISHARES TR | 297 | $15K–$50K | SH |
| IEI | ISHARES TR | 238 | $15K–$50K | SH |
| GNL | GLOBAL NET LEASE INC | 3K | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 193 | $15K–$50K | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 2K | $15K–$50K | SH |
| NTRA | NATERA INC | 123 | $15K–$50K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 311 | $15K–$50K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 111 | $15K–$50K | SH |
| HAS | HASBRO INC | 335 | $15K–$50K | SH |
| GWW | WW GRAINGER INC | 27 | $15K–$50K | SH |
| BHP | BHP GROUP LTD | 450 | $15K–$50K | SH |
| IYR | ISHARES TR | 289 | $15K–$50K | SH |
| AGG | ISHARES TR | 271 | $15K–$50K | SH |
| NGG | NATIONAL GRID PLC | 348 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 132 | $15K–$50K | SH |
| IBTP | ISHARES TR | 1K | $15K–$50K | SH |