Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/27/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 877 -12.91% |
of those in investment advisory functions | 173 -18.40% |
Registration | SEC, Approved, 01/25/1990 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$21,707,456,016 | % Position4.00% | $ Change-12.00% | # Change0.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$18,460,249,077 | % Position3.00% | $ Change-11.00% | # Change0.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$16,415,164,627 | % Position3.00% | $ Change-19.00% | # Change0.00% |
Stck Ticker808524771 | Stock NameSCHWAB STRATEGIC TR | $ Position$9,192,375,070 | % Position2.00% | $ Change-1.00% | # Change-1.00% |
Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$8,199,914,836 | % Position2.00% | $ Change-2.00% | # Change0.00% |
Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$11,461,951,588 | % Position2.00% | $ Change-12.00% | # Change1.00% |
Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$4,800,911,838 | % Position1.00% | $ Change1.00% | # Change-3.00% |
Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO. | $ Position$4,841,917,330 | % Position1.00% | $ Change17071.00% | # Change16681.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$4,813,024,323 | % Position1.00% | $ Change-18.00% | # Change0.00% |
Stck Ticker808524730 | Stock NameSCHWAB STRATEGIC TR | $ Position$3,748,757,382 | % Position1.00% | $ Change4.00% | # Change-1.00% |