| As of Date | 03/28/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 31 520.00% |
| of those in investment advisory functions | 8 700.00% |
| Registration | SEC, Approved, 01/28/2019 |
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$35,394,194 | % Position1.00% | $ Change-3.00% | # Change9.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$39,354,557 | % Position1.00% | $ Change12.00% | # Change32.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$43,695,112 | % Position1.00% | $ Change-3.00% | # Change11.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$36,825,774 | % Position1.00% | $ Change6.00% | # Change22.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$48,034,455 | % Position1.00% | $ Change28.00% | # Change9.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$70,961,070 | % Position1.00% | $ Change140.00% | # Change130.00% |
| Stck TickerM2682V108 | Stock NameCYBERARK SOFTWARE LTD | $ Position$44,644,392 | % Position1.00% | $ Change152.00% | # Change149.00% |
| Stck Ticker26922A503 | Stock NameETF SER SOLUTIONS | $ Position$49,186,145 | % Position1.00% | $ Change-2.00% | # Change1.00% |
| Stck TickerM22465104 | Stock NameCHECK POINT SOFTWARE TECH LT | $ Position$54,320,174 | % Position1.00% | $ Change181.00% | # Change130.00% |
| Stck Ticker34959E109 | Stock NameFORTINET INC | $ Position$69,713,225 | % Position1.00% | $ Change126.00% | # Change122.00% |