| As of Date | 03/31/2025 |
| ADV Location | BALTIMORE, MD, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20 -5% |
| of those in investment advisory functions | 11 |
| Registration | SEC, Approved, 08/24/2015 |
| AUM* | 2,662,523,552 4% |
| of that, discretionary | 2,662,523,552 27% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,662,523,552 27% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 410 xxxxxxx |
| Websites |
- Investment companies
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corporation | $ Position$238,458,900 | % Position8.00% | $ Change-3.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$199,299,802 | % Position7.00% | $ Change-9.00% | # Change-3.00% |
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$221,946,504 | % Position7.00% | $ Change6.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc. Class A | $ Position$167,611,500 | % Position6.00% | $ Change29.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAmazon.com, Inc. | $ Position$126,835,590 | % Position4.00% | $ Change11.00% | # Change5.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Inc. | $ Position$91,785,720 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc. Class A | $ Position$75,646,314 | % Position3.00% | $ Change-17.00% | # Change-7.00% |
| Stck Ticker88160R101 | Stock NameTesla, Inc. | $ Position$54,775,896 | % Position2.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameEli Lilly and Company | $ Position$55,204,162 | % Position2.00% | $ Change72.00% | # Change22.00% |
| Stck Ticker00548F105 | Stock NameAdams Natural Resources Fund, Inc. | $ Position$55,930,158 | % Position2.00% | $ Change3.00% | # Change2.00% |