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 401–450 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 144 | $50K–$100K | SH |
| EEM | ISHARES TR | 2K | $50K–$100K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 2K | $50K–$100K | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 4K | $50K–$100K | SH |
| ONTO | ONTO INNOVATION INC | 579 | $50K–$100K | SH |
| CALF | PACER FDS TR | 2K | $50K–$100K | SH |
| NEM | NEWMONT CORP | 906 | $50K–$100K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 946 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC | 2K | $50K–$100K | SH |
| NVO | NOVO-NORDISK A S | 2K | $50K–$100K | SH |
| AVUS | AMERICAN CENTY ETF TR | 795 | $50K–$100K | SH |
| ITT | ITT INC | 510 | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP | 759 | $50K–$100K | SH |
| SNY | SANOFI SA | 2K | $50K–$100K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 340 | $50K–$100K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 4K | $50K–$100K | SH |
| IWR | ISHARES TR | 887 | $50K–$100K | SH |
| EG | EVEREST GROUP LTD | 250 | $50K–$100K | SH |
| XLP | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| WSM | WILLIAMS SONOMA INC | 468 | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC | 315 | $50K–$100K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 837 | $50K–$100K | SH |
| KNSL | KINSALE CAP GROUP INC | 207 | $50K–$100K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| FDX | FEDEX CORP | 280 | $50K–$100K | SH |
| IWS | ISHARES TR | 573 | $50K–$100K | SH |
| IBB | ISHARES TR | 475 | $50K–$100K | SH |
| ROST | ROSS STORES INC | 443 | $50K–$100K | SH |
| IBDS | ISHARES TR | 3K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC | 149 | $50K–$100K | SH |
| AXON | AXON ENTERPRISE INC | 137 | $50K–$100K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 3K | $50K–$100K | SH |
| WELL | WELLTOWER INC | 405 | $50K–$100K | SH |
| F | FORD MTR CO | 6K | $50K–$100K | SH |
| BND | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| IVOV | VANGUARD ADMIRAL FDS INC | 731 | $50K–$100K | SH |
| STE | STERIS PLC | 291 | $50K–$100K | SH |
| HPQ | HP INC | 3K | $50K–$100K | SH |
| MFEM | PIMCO EQUITY SER | 3K | $50K–$100K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 830 | $50K–$100K | SH |
| SRE | SEMPRA | 818 | $50K–$100K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 3K | $50K–$100K | SH |
| SLV | ISHARES SILVER TR | 1K | $50K–$100K | SH |
| SHEL | SHELL PLC | 972 | $50K–$100K | SH |
| TM | TOYOTA MOTOR CORP | 331 | $50K–$100K | SH |
| FENI | FIDELITY COVINGTON TRUST | 2K | $50K–$100K | SH |
| IT | GARTNER INC | 280 | $50K–$100K | SH |
| ISCF | ISHARES TR | 2K | $50K–$100K | SH |
| ACHR | ARCHER AVIATION INC | 9K | $50K–$100K | SH |
| UPS | UNITED PARCEL SERVICE INC | 701 | $50K–$100K | SH |