Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/27/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 8 33.33% |
of those in investment advisory functions | 4 33.33% |
Registration | SEC, Approved, 08/27/2020 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker316092840 | Stock NameFIDELITY COVINGTON TRUST | $ Position$42,359,541 | % Position12.00% | $ Change11.00% | # Change12.00% |
Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$23,847,876 | % Position7.00% | $ Change14.00% | # Change3.00% |
Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$17,739,428 | % Position5.00% | $ Change-13.00% | # Change-13.00% |
Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$13,622,191 | % Position4.00% | $ Change-5.00% | # Change0.00% |
Stck Ticker20825C104 | Stock NameCONOCOPHILLIPS | $ Position$14,818,493 | % Position4.00% | $ Change5.00% | # Change-1.00% |
Stck Ticker46654Q203 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$9,293,621 | % Position3.00% | $ Change-17.00% | # Change-10.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$9,394,747 | % Position3.00% | $ Change-27.00% | # Change-9.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,948,025 | % Position3.00% | $ Change-12.00% | # Change-1.00% |
Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P | $ Position$11,031,362 | % Position3.00% | $ Change-4.00% | # Change1.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$11,148,647 | % Position3.00% | $ Change-15.00% | # Change-4.00% |