| As of Date | 10/29/2026 |
| 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 19% |
| of that, discretionary | 594,905,446 19% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 566,577 15% |
| % High Net Worth | 33.54% 6% |
| 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$88,197,607 | % Position15.00% | $ Change-8.00% | # Change-1.00% |
| Stck Ticker00768Y479 | Stock NameADVISORSHARES TR | $ Position$72,840,178 | % Position12.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker24703L202 | Stock NameDELL TECHNOLOGIES INC | $ Position$57,679,654 | % Position10.00% | $ Change17.00% | # Change-6.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$49,034,586 | % Position8.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$41,140,478 | % Position7.00% | $ Change24.00% | # Change29.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$33,993,056 | % Position6.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$36,671,587 | % Position6.00% | $ Change1376.00% | # Change973.00% |
| Stck Ticker90138F102 | Stock NameTWILIO INC | $ Position$32,905,259 | % Position6.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$30,639,325 | % Position5.00% | $ Change6.00% | # Change-7.00% |
| Stck Ticker833445109 | Stock NameSNOWFLAKE INC | $ Position$18,038,446 | % Position3.00% | $ Change | # Change |