| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 11/24/2021 |
| ADV Location | OYSTER BAY, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 455,483,465 128% |
| of that, discretionary | 455,483,465 128% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,794,563 3% |
| % High Net Worth | 96.84% 8% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$45,033,676 | % Position9.00% | $ Change32.00% | # Change16.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$38,312,633 | % Position7.00% | $ Change23.00% | # Change7.00% |
| Stck Ticker911312106 | Stock NameUNITED PARCEL SVCS INC | $ Position$33,010,455 | % Position6.00% | $ Change-50.00% | # Change-54.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$24,134,394 | % Position5.00% | $ Change13.00% | # Change13.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$20,925,443 | % Position4.00% | $ Change41.00% | # Change14.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$23,260,421 | % Position4.00% | $ Change57.00% | # Change28.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$20,419,303 | % Position4.00% | $ Change21.00% | # Change5.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$10,513,160 | % Position2.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$10,514,167 | % Position2.00% | $ Change14.00% | # Change3.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$8,225,517 | % Position2.00% | $ Change42.00% | # Change387.00% |