| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 05/29/1996 |
| ADV Location | SHELBURNE, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 559,278,035 13% |
| of that, discretionary | 517,873,727 13% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,157,926 10% |
| % High Net Worth | 57.46% 3% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MCSOLEY MCCOY & CO. | Filing Date03/05/2026 | Form ADV-E View Report |
| Accounting Firm Name MCSOLEY MCCOY & CO. | Filing Date03/06/2025 | Form ADV-E View Report |
| Accounting Firm Name MCSOLEY MCCOY & CO. | Filing Date03/25/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameAlphabet Inc. Class C | $ Position$35,013,943 | % Position9.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp. | $ Position$28,016,998 | % Position7.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker846702074 | Stock NameBerkshire Hathaway - B | $ Position$21,063,917 | % Position6.00% | $ Change2.00% | # Change-3.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems Inc. | $ Position$17,930,744 | % Position5.00% | $ Change51.00% | # Change-1.00% |
| Stck Ticker502431109 | Stock NameL3 Harris Technologies | $ Position$13,502,022 | % Position4.00% | $ Change-16.00% | # Change-1.00% |
| Stck Ticker75513E101 | Stock NameRTX Corporation | $ Position$14,437,820 | % Position4.00% | $ Change-4.00% | # Change-2.00% |
| Stck Ticker773903109 | Stock NameRockwell Automation | $ Position$15,442,113 | % Position4.00% | $ Change36.00% | # Change-1.00% |
| Stck Ticker883556102 | Stock NameThermo Fisher Scientific | $ Position$14,795,147 | % Position4.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker65339f101 | Stock NameNextEra Energy, Inc. | $ Position$11,612,147 | % Position3.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker655844108 | Stock NameNorfolk Southern | $ Position$13,108,702 | % Position3.00% | $ Change9.00% | # Change0.00% |