| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 11 10.00% |
| of those in investment advisory functions | 5 25.00% |
| Registration | SEC, Approved, 11/29/1995 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- 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 |
|---|---|---|---|---|---|
| Stck Ticker11135F101 | Stock NameBroadcom Inc | $ Position$90,186,612 | % Position7.00% | $ Change-30.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$91,501,044 | % Position7.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNvidia Corp | $ Position$90,396,323 | % Position7.00% | $ Change-21.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$57,981,636 | % Position4.00% | $ Change-10.00% | # Change1.00% |
| Stck Ticker697435105 | Stock NamePalo Alto Networks Com | $ Position$37,485,048 | % Position3.00% | $ Change-5.00% | # Change1.00% |
| Stck Ticker92826C839 | Stock NameVisa Inc | $ Position$38,781,997 | % Position3.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker00287Y109 | Stock NameAbbVie Inc | $ Position$35,784,659 | % Position3.00% | $ Change15.00% | # Change-2.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc | $ Position$41,123,919 | % Position3.00% | $ Change-13.00% | # Change0.00% |
| Stck Ticker09260D107 | Stock NameBlackstone Inc | $ Position$35,833,496 | % Position3.00% | $ Change-19.00% | # Change-1.00% |
| Stck Ticker22160K105 | Stock NameCostco Wholesale Corp | $ Position$36,169,290 | % Position3.00% | $ Change4.00% | # Change1.00% |