| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 08/26/2024 |
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| ADV Location | CRANFORD, NJ, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 594,905,446 24% |
| of that, discretionary | 594,905,446 24% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 566,577 20% |
| % High Net Worth | 33.54% 8% |
| 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
- Pension consulting services
- Selection of other advisers
- 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 Ticker00768Y487 | Stock NameADVISORSHARES TR | $ Position$95,947,516 | % Position13.00% | $ Change19.00% | # Change-5.00% |
| Stck Ticker00768Y479 | Stock NameADVISORSHARES TR | $ Position$75,376,824 | % Position10.00% | $ Change14.00% | # Change-4.00% |
| Stck Ticker80004C200 | Stock NameSANDISK CORP | $ Position$58,755,457 | % Position8.00% | $ Change117.00% | # Change-39.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$49,816,523 | % Position7.00% | $ Change25.00% | # Change-2.00% |
| Stck Ticker04626A103 | Stock NameASTERA LABS INC | $ Position$53,680,911 | % Position7.00% | $ Change | # Change |
| Stck Ticker24703L202 | Stock NameDELL TECHNOLOGIES INC | $ Position$49,194,638 | % Position7.00% | $ Change363.00% | # Change76.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$44,162,385 | % Position6.00% | $ Change348.00% | # Change31.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$33,185,352 | % Position5.00% | $ Change183.00% | # Change128.00% |
| Stck TickerN97284108 | Stock NameNEBIUS GROUP N.V. | $ Position$26,732,151 | % Position4.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$28,943,446 | % Position4.00% | $ Change39.00% | # Change22.00% |