| As of Date | 03/30/2026 |
| ADV Location | MALVERN, PA, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 1,702 74% |
| of those in investment advisory functions | 19 -96% |
| Registration | SEC, Approved, 08/23/1976 |
| AUM* | 11,092,665,107,962 40% |
| of that, discretionary | 11,092,665,107,962 40% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 48,652,039,947 29% |
| SMA’s | No |
| Private Funds | 0 1 |
| Contact Info | 610 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$311,470,447,311 | % Position5.00% | $ Change-5.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$347,722,995,434 | % Position5.00% | $ Change9.00% | # Change2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$377,984,863,945 | % Position5.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$172,888,901,192 | % Position3.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$147,463,651,501 | % Position2.00% | $ Change32.00% | # Change2.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$117,671,274,555 | % Position2.00% | $ Change-7.00% | # Change4.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$150,850,247,524 | % Position2.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$117,505,237,652 | % Position2.00% | $ Change31.00% | # Change2.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$103,793,228,587 | % Position2.00% | $ Change4.00% | # Change2.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$44,311,089,830 | % Position1.00% | $ Change9.00% | # Change1.00% |