| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 12/15/2015 |
| ADV Location | KINGSTON, NY, United States |
| Contact Info | 845 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 34 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker375558103 | Stock NameGILEAD SCIENCES INC COM | $ Position$2,106 | % Position6.07% | $ Change-26.57% | # Change-36.16% |
| Stck Ticker92343V104 | Stock NameVERIZON COMMUNICATIONS INC COM | $ Position$1,589 | % Position4.58% | $ Change-44.13% | # Change-36.16% |
| Stck Ticker22822V101 | Stock NameCROWN CASTLE INTL CORP NEW COM | $ Position$1,500 | % Position4.32% | $ Change-35.18% | # Change-36.17% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO. INC COM | $ Position$1,404 | % Position4.04% | $ Change | # Change |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD S | $ Position$1,356 | % Position3.91% | $ Change-47.50% | # Change-36.16% |
| Stck Ticker00130H105 | Stock NameAES CORP COM | $ Position$1,313 | % Position3.78% | $ Change-56.36% | # Change-36.16% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC COM | $ Position$1,263 | % Position3.64% | $ Change-52.09% | # Change-36.16% |
| Stck Ticker14149Y108 | Stock NameCARDINAL HEALTH INC COM | $ Position$1,244 | % Position3.58% | $ Change | # Change |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC COM | $ Position$1,235 | % Position3.56% | $ Change-50.26% | # Change-36.16% |
| Stck Ticker05534B760 | Stock NameBCE INC COM NEW | $ Position$1,202 | % Position3.46% | $ Change-43.73% | # Change-36.16% |