| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 03/24/2021 |
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| Contact Info | 954 xxxxxxx |
| Websites |
| AUM* | 273,900,000 26% |
| of that, discretionary | 273,900,000 26% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 448,282 17% |
| % High Net Worth | 34.02% 55% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 Ticker78468R663 | Stock NameSPDR SERIES TRUST | $ Position$29,429,086 | % Position12.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$24,937,636 | % Position10.00% | $ Change26.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$22,369,264 | % Position9.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$18,367,878 | % Position8.00% | $ Change5.00% | # Change4.00% |
| Stck Ticker060505104 | Stock NameBANK OF AMER CORP | $ Position$13,221,354 | % Position5.00% | $ Change19.00% | # Change2.00% |
| Stck Ticker464288679 | Stock NameISHARES TR | $ Position$11,228,112 | % Position5.00% | $ Change-8.00% | # Change-8.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$10,902,380 | % Position4.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$10,240,481 | % Position4.00% | $ Change8.00% | # Change4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$6,642,059 | % Position3.00% | $ Change23.00% | # Change8.00% |
| Stck Ticker093712107 | Stock NameBLOOM ENERGY CORP | $ Position$5,667,452 | % Position2.00% | $ Change30.00% | # Change-42.00% |