| As of Date | 08/05/2026 |
| Registration | SEC, Approved, 03/09/2022 |
| ADV Location | SHREVEPORT, LA, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 681,163,458 11% |
| of that, discretionary | 669,021,810 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 504,566 -1% |
| % High Net Worth | 29.32% 4% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$45,771,934 | % Position7.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker464287648 | Stock NameISHARES TR | $ Position$18,713,494 | % Position3.00% | $ Change26.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$18,792,389 | % Position3.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker922908611 | Stock NameVANGUARD INDEX FDS | $ Position$18,493,483 | % Position3.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$17,977,029 | % Position3.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker75513E101 | Stock NameRTX CORPORATION | $ Position$11,899,893 | % Position2.00% | $ Change-1.00% | # Change1.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$13,385,467 | % Position2.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$13,264,321 | % Position2.00% | $ Change0.00% | # Change-1.00% |
| Stck Ticker14149Y108 | Stock NameCARDINAL HEALTH INC | $ Position$11,561,751 | % Position2.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$10,401,149 | % Position2.00% | $ Change52.00% | # Change1.00% |