| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 05/13/1988 |
| ADV Location | MORRISTOWN, NJ, United States |
| Contact Info | 973 xxxxxxx |
| Websites |
| AUM* | 2,001,172,769 55% |
| of that, discretionary | 2,001,172,769 55% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 24,110,515 50% |
| % High Net Worth | 56.47% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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 |
|---|---|---|---|---|---|
| Stck Ticker969904101 | Stock NameWILLIAMS SONOMA INC COM | $ Position$1,791,205,202 | % Position74.00% | $ Change28.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameLILLY ELI & CO COM | $ Position$174,062,481 | % Position7.00% | $ Change30.00% | # Change0.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC COM | $ Position$66,209,000 | % Position3.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC COM | $ Position$71,819,152 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC COM | $ Position$63,361,550 | % Position3.00% | $ Change50.00% | # Change0.00% |
| Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P COM UNIT L | $ Position$30,592,000 | % Position1.00% | $ Change32.00% | # Change33.00% |
| Stck Ticker110122108 | Stock NameBRISTOL MYERS SQUIBB CO COM | $ Position$15,866,474 | % Position1.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON COM | $ Position$16,301,572 | % Position1.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP COM | $ Position$28,002,596 | % Position1.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABS COM | $ Position$16,145,368 | % Position1.00% | $ Change-41.00% | # Change-34.00% |