12/26/2023
- Large advisory firm
41
39 -2.50%
SEC, Approved, 8/7/2003
Related Stocks: KO, MINT, IVV, USMV, VTV, DGRO, VBR, CI, EBC, VCSH, BKNG, KRE,
gurufocus.comThe Fund seeks capital appreciation, and a secondary goal to provide current income through dividends or interest received from its investments. The Fund invests at least 80% of its net assets in ...
BarronsA financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. This type of ...
money.usnews.comA financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. This type of ...
money.usnews.comThe Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds ...
Barrons| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| 037833100 | APPLE INC | $47,541,576 | 4.00% | 6073.00% | 6831.00% |
| 594918104 | MICROSOFT | $38,592,765 | 4.00% | 16.00% | 3.00% |
| 46090E103 | INVESCO QQQ TRUST | $35,404,302 | 3.00% | 11.00% | 2.00% |
| 02079K305 | GOOGLE INC | $16,537,073 | 2.00% | 7.00% | -1.00% |
| 921946406 | VANGUARD HIGH DIVIDEND YIELD | $18,060,633 | 2.00% | 9.00% | 0.00% |
| 921932505 | VANGUARD S&P 500 GROWTH ETF | $24,113,243 | 2.00% | 15.00% | 2.00% |
| 532457108 | ELI LILLY & CO COM | $20,714,404 | 2.00% | 42.00% | 6.00% |
| 023135106 | AMAZON.COM INC | $21,205,277 | 2.00% | 26.00% | 6.00% |
| 20451Q104 | COMPASS DIVERSIFIED HOLDINGS | $18,176,240 | 2.00% | 5.00% | -2.00% |
| 78462F103 | SPDR S&P 500 ETF | $22,320,523 | 2.00% | 20.00% | 9.00% |