| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/25/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 01/31/1995 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO. | $ Position$9,954,589 | % Position6.00% | $ Change17.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$7,882,926 | % Position5.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$8,335,305 | % Position5.00% | $ Change22.00% | # Change3.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$7,764,907 | % Position5.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker75513E101 | Stock NameRTX CORPORATION | $ Position$7,946,839 | % Position5.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$6,585,021 | % Position4.00% | $ Change14.00% | # Change3.00% |
| Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$6,213,198 | % Position4.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker539830109 | Stock NameLOCKHEED MARTIN CORP | $ Position$6,746,877 | % Position4.00% | $ Change52.00% | # Change47.00% |