Adviser Profile

AUM* 11,407,143,461 0%
of that, discretionary 11,407,143,461 0%
Number of Employees 12 -14%
of those in investment advisory functions 12 200%
Private Fund GAV* 0
Avg Account Size 416,425 -38%
% High Net Worth 6.51% -54%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

11B 10B 8B 7B 5B 3B 2B
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$826,116,066 % Position7.00% $ Change24.00% # Change8.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$751,278,472 % Position6.00% $ Change23.00% # Change8.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$477,832,274 % Position4.00% $ Change9.00% # Change8.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$396,719,127 % Position3.00% $ Change35.00% # Change9.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$381,956,551 % Position3.00% $ Change28.00% # Change12.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$322,946,157 % Position3.00% $ Change33.00% # Change9.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$304,320,239 % Position2.00% $ Change35.00% # Change10.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$209,869,970 % Position2.00% $ Change4.00% # Change5.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$205,097,953 % Position2.00% $ Change22.00% # Change8.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$250,039,070 % Position2.00% $ Change259.00% # Change5.00%

Brochure Summary