| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/16/2024 |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 110,000,000 |
| of that, discretionary | 110,000,000 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 55,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker595112103 | Stock NameMicron Technology Inc. | $ Position$4,751,058,000 | % Position4.00% | $ Change256011.00% | # Change-25.00% |
| Stck Ticker92204A702 | Stock NameVanguard Information Technology ETF | $ Position$5,487,880,000 | % Position4.00% | $ Change108810.00% | # Change536.00% |
| Stck Ticker81369Y605 | Stock NameState Street Financial Select Sector SPDR ETF USD Class | $ Position$5,887,182,000 | % Position4.00% | $ Change127213.00% | # Change17.00% |
| Stck Ticker81369Y803 | Stock NameState Street Technology Select Sector SPDR ETF USD Class | $ Position$5,064,212,000 | % Position4.00% | $ Change92883.00% | # Change-35.00% |
| Stck Ticker81369Y209 | Stock NameState Street Health Care Select Sector SPDR ETF USD Class | $ Position$4,520,382,000 | % Position3.00% | $ Change118437.00% | # Change10.00% |
| Stck Ticker007903107 | Stock NameAdvanced Micro Devices Inc. | $ Position$3,987,366,000 | % Position3.00% | $ Change238874.00% | # Change-16.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. | $ Position$2,468,010,000 | % Position2.00% | $ Change152906.00% | # Change24.00% |
| Stck Ticker219350105 | Stock NameCorning Inc. | $ Position$2,425,819,000 | % Position2.00% | $ Change201583.00% | # Change7.00% |
| Stck Ticker22788C105 | Stock NameCrowdstrike Holdings Inc. | $ Position$2,315,367,000 | % Position2.00% | $ Change209240.00% | # Change7.00% |
| Stck Ticker038222105 | Stock NameApplied Materials Inc. | $ Position$2,414,820,000 | % Position2.00% | $ Change229067.00% | # Change8.00% |