| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/27/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 05/13/1988 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker00287Y109 | Stock NameABBVIE INC COM | $ Position$54,225,871 | % Position3.00% | $ Change18.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABS COM | $ Position$39,560,210 | % Position2.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP COM | $ Position$27,046,850 | % Position2.00% | $ Change-11.00% | # Change0.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INC CL A | $ Position$10,962,400 | % Position1.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP COM | $ Position$15,124,429 | % Position1.00% | $ Change-19.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INS COM | $ Position$19,788,000 | % Position1.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker110122108 | Stock NameBRISTOL MYERS SQUIBB CO COM | $ Position$17,337,261 | % Position1.00% | $ Change37.00% | # Change27.00% |