| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 07/31/2025 |
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| ADV Location | LANCASTER, PA, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 439,803,679 |
| of that, discretionary | 312,371,279 100% |
| Number of Employees | 15 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,728 |
| % High Net Worth | 13.56% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- 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 Ticker464287200 | Stock NameISHARES TR | $ Position$11,350,926 | % Position6.00% | $ Change74.00% | # Change59.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$2,939,416 | % Position2.00% | $ Change57.00% | # Change43.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$4,464,441 | % Position2.00% | $ Change43.00% | # Change34.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$4,558,992 | % Position2.00% | $ Change57.00% | # Change47.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$3,577,960 | % Position2.00% | $ Change38.00% | # Change33.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,235,434 | % Position2.00% | $ Change7.00% | # Change39.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$3,778,489 | % Position2.00% | $ Change33.00% | # Change16.00% |
| Stck Ticker464289438 | Stock NameISHARES TR | $ Position$3,472,037 | % Position2.00% | $ Change22.00% | # Change16.00% |
| Stck Ticker33733F101 | Stock NameFIRST TR EXCHANGE-TRADED ALP | $ Position$1,947,101 | % Position1.00% | $ Change45.00% | # Change18.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$1,511,731 | % Position1.00% | $ Change42.00% | # Change28.00% |