| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 11/14/2024 |
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| ADV Location | FAIRFIELD, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 227,594,694 |
| of that, discretionary | 227,594,694 |
| Number of Employees | 21 110% |
| of those in investment advisory functions | 11 120% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,354,730 |
| % High Net Worth | 44.64% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$8,133,790 | % Position6.00% | $ Change9.00% | # Change-12.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$7,874,650 | % Position6.00% | $ Change21.00% | # Change5.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$7,312,362 | % Position5.00% | $ Change20.00% | # Change5.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,131,626 | % Position4.00% | $ Change5.00% | # Change4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,851,649 | % Position4.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$3,809,140 | % Position3.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$3,696,315 | % Position3.00% | $ Change27.00% | # Change4.00% |
| Stck Ticker925815102 | Stock NameVICOR CORP | $ Position$3,987,690 | % Position3.00% | $ Change134.00% | # Change-1.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$3,164,466 | % Position2.00% | $ Change-8.00% | # Change1.00% |
| Stck Ticker701094104 | Stock NamePARKER-HANNIFIN CORP | $ Position$2,117,532 | % Position2.00% | $ Change13.00% | # Change3.00% |