Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 02/26/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 |
of those in investment advisory functions | 3 |
Registration | SEC, Approved, 07/29/1983 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$324,827,081 | % Position31.00% | $ Change30.00% | # Change-2.00% |
Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$208,436,800 | % Position20.00% | $ Change-10.00% | # Change-1.00% |
Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$180,002,997 | % Position17.00% | $ Change-10.00% | # Change-2.00% |
Stck Ticker615369105 | Stock NameMOODYS CORP | $ Position$74,655,034 | % Position7.00% | $ Change6.00% | # Change-1.00% |
Stck Ticker742718109 | Stock NamePROCTER AND GAMBLE CO | $ Position$58,423,451 | % Position6.00% | $ Change-8.00% | # Change-2.00% |
Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$50,480,616 | % Position5.00% | $ Change-12.00% | # Change-5.00% |
Stck Ticker009158106 | Stock NameAIR PRODS & CHEMS INC | $ Position$18,395,318 | % Position2.00% | $ Change-2.00% | # Change2.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$16,985,357 | % Position2.00% | $ Change10.00% | # Change-3.00% |
Stck Ticker907818108 | Stock NameUNION PAC CORP | $ Position$15,145,461 | % Position1.00% | $ Change-2.00% | # Change0.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$12,571,949 | % Position1.00% | $ Change-10.00% | # Change-3.00% |