| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/12/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 15 36.36% |
| of those in investment advisory functions | 14 27.27% |
| Registration | SEC, Approved, 03/22/1991 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$125,335,284 | % Position7.00% | $ Change32.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$93,795,296 | % Position6.00% | $ Change-12.00% | # Change-5.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC-CL A | $ Position$74,356,851 | % Position4.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$60,013,476 | % Position4.00% | $ Change19.00% | # Change3.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$74,573,493 | % Position4.00% | $ Change17.00% | # Change-1.00% |
| Stck Ticker92826C839 | Stock NameVISA INC CL A | $ Position$44,801,890 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker580135101 | Stock NameMCDONALDS CORP | $ Position$45,358,182 | % Position3.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker863667101 | Stock NameSTRYKER CORPORATION | $ Position$51,319,106 | % Position3.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$51,003,901 | % Position3.00% | $ Change14.00% | # Change-2.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$54,400,253 | % Position3.00% | $ Change18.00% | # Change0.00% |