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 251–300 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PFI | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DGRS | WISDOMTREE TR | 6K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| XJH | ISHARES TR | 7K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| EMXF | ISHARES TR | 7K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| IYG | ISHARES TR | 3K | $100K–$500K | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 800 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 967 | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 5K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| BFOR | ALPS ETF TR | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 833 | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| PRK | PARK NATL CORP | 2K | $100K–$500K | SH |
| AVY | AVERY DENNISON CORP | 1K | $100K–$500K | SH |
| VFC | V F CORP | 13K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 785 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 426 | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| FTAI | FTAI AVIATION LTD | 1K | $100K–$500K | SH |
| AON | AON PLC | 680 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 924 | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 859 | $100K–$500K | SH |
| PTNQ | PACER FDS TR | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| SNA | SNAP ON INC | 667 | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 921 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |