| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 03/25/2019 |
| ADV Location | ASHEVILLE, NC, United States |
| Contact Info | 828 xxxxxxx |
| AUM* | 3,040,951,014 33% |
| of that, discretionary | 3,040,951,014 33% |
| Number of Employees | 7 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,520,475,507 33% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$236,484,170 | % Position8.00% | $ Change26.00% | # Change9.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$208,838,346 | % Position7.00% | $ Change6.00% | # Change-7.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$193,773,945 | % Position6.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$122,179,996 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$132,671,277 | % Position4.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker81369Y506 | Stock NameSELECT SECTOR SPDR TR | $ Position$90,395,769 | % Position3.00% | $ Change-17.00% | # Change-4.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$92,521,930 | % Position3.00% | $ Change29.00% | # Change6.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$47,323,833 | % Position2.00% | $ Change254.00% | # Change24.00% |
| Stck Ticker81369Y886 | Stock NameSELECT SECTOR SPDR TR | $ Position$60,570,159 | % Position2.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$70,463,633 | % Position2.00% | $ Change236.00% | # Change-2.00% |