| AUM* | 375,711,463 44% |
| of that, discretionary | 341,685,918 42% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,058,342 6% |
| % High Net Worth | 57.03% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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 Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$17,949,359 | % Position7.00% | $ Change39.00% | # Change7.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$17,651,870 | % Position7.00% | $ Change21.00% | # Change13.00% |
| Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$11,322,000 | % Position5.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$10,247,620 | % Position4.00% | $ Change16.00% | # Change7.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$6,654,310 | % Position3.00% | $ Change14.00% | # Change3.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$7,130,244 | % Position3.00% | $ Change11.00% | # Change1.00% |
| Stck Ticker75513E101 | Stock NameRTX CORPORATION | $ Position$4,620,580 | % Position2.00% | $ Change-1.00% | # Change4.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC | $ Position$4,147,000 | % Position2.00% | $ Change-10.00% | # Change1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$4,487,157 | % Position2.00% | $ Change25.00% | # Change19.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$4,162,930 | % Position2.00% | $ Change-6.00% | # Change5.00% |