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 851–900 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NXTG | FIRST TR EXCHANGE-TRADED FD | 60 | $1K–$15K | SH |
| MTCH | MATCH GROUP INC NEW | 199 | $1K–$15K | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 108 | $1K–$15K | SH |
| EPP | ISHARES INC | 127 | $1K–$15K | SH |
| CF | CF INDS HLDGS INC | 81 | $1K–$15K | SH |
| DOW | DOW INC | 267 | $1K–$15K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 95 | $1K–$15K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 175 | $1K–$15K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 22 | $1K–$15K | SH |
| ALL | ALLSTATE CORP | 29 | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 115 | $1K–$15K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 31 | $1K–$15K | SH |
| SOXX | ISHARES TR | 20 | $1K–$15K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 500 | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 66 | $1K–$15K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 18 | $1K–$15K | SH |
| BLCN | SIREN ETF TR | 244 | $1K–$15K | SH |
| BCE | BCE INC | 245 | $1K–$15K | SH |
| BATT | AMPLIFY ETF TR | 421 | $1K–$15K | SH |
| OXY | OCCIDENTAL PETE CORP | 140 | $1K–$15K | SH |
| ESGG | FLEXSHARES TR | 28 | $1K–$15K | SH |
| QTUM | ETF SER SOLUTIONS | 52 | $1K–$15K | SH |
| TWLO | TWILIO INC | 40 | $1K–$15K | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 350 | $1K–$15K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 208 | $1K–$15K | SH |
| PNR | PENTAIR PLC | 54 | $1K–$15K | SH |
| ZS | ZSCALER INC | 25 | $1K–$15K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 57 | $1K–$15K | SH |
| IONQ | IONQ INC | 125 | $1K–$15K | SH |
| DOCS | DOXIMITY INC | 126 | $1K–$15K | SH |
| CRNC | CERENCE INC | 521 | $1K–$15K | SH |
| GFL | GFL ENVIRONMENTAL INC | 126 | $1K–$15K | SH |
| XME | SPDR SERIES TRUST | 52 | $1K–$15K | SH |
| OSCR | OSCAR HEALTH INC | 374 | $1K–$15K | SH |
| APPF | APPFOLIO INC | 23 | $1K–$15K | SH |
| XT | ISHARES TR | 75 | $1K–$15K | SH |
| EFX | EQUIFAX INC | 24 | $1K–$15K | SH |
| ACWX | ISHARES TR | 77 | $1K–$15K | SH |
| FENY | FIDELITY COVINGTON TRUST | 208 | $1K–$15K | SH |
| EQT | EQT CORP | 96 | $1K–$15K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 55 | $1K–$15K | SH |
| FANG | DIAMONDBACK ENERGY INC | 34 | $1K–$15K | SH |
| SPMD | SPDR SERIES TRUST | 88 | $1K–$15K | SH |
| PSTG | PURE STORAGE INC | 75 | $1K–$15K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 109 | $1K–$15K | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 96 | $1K–$15K | SH |
| FAF | FIRST AMERN FINL CORP | 80 | $1K–$15K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 34 | $1K–$15K | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 300 | $1K–$15K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 90 | $1K–$15K | SH |