| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 31 |
| of those in investment advisory functions | 6 -25.00% |
| Registration | SEC, Approved, 09/13/2013 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker90214Q774 | Stock NameLEADERSHARES ALPHAFACTOR US | $ Position$67,907 | % Position7.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker922908363 | Stock NameVANGUARD S&P 500 ETF | $ Position$67,571 | % Position7.00% | $ Change16.00% | # Change5.00% |
| Stck Ticker90214Q691 | Stock NameLEADERSHARES ALPHAFACT TACT | $ Position$39,188 | % Position4.00% | $ Change-4.00% | # Change-3.00% |
| Stck Ticker464287465 | Stock NameISHARES MSCI EAFE ETF | $ Position$41,666 | % Position4.00% | $ Change | # Change |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TRUST SERIES 1 | $ Position$29,529 | % Position3.00% | $ Change33.00% | # Change13.00% |
| Stck Ticker46138E339 | Stock NameINVESCO S&P 500 MOMENTUM ETF | $ Position$31,626 | % Position3.00% | $ Change45.00% | # Change20.00% |
| Stck Ticker90214Q683 | Stock NameLEADERSHARES EQUITY SKEW ETF | $ Position$28,855 | % Position3.00% | $ Change-1.00% | # Change-6.00% |
| Stck Ticker78464A409 | Stock NameSPDR PORTFOLIO S&P 500 GROWT | $ Position$29,090 | % Position3.00% | $ Change102.00% | # Change70.00% |
| Stck Ticker808524888 | Stock NameSCHWAB INTL SMALL-CAP EQUITY | $ Position$22,251 | % Position2.00% | $ Change172.00% | # Change129.00% |
| Stck Ticker922042718 | Stock NameVANGUARD FTSE ALL WO X-US SC | $ Position$22,159 | % Position2.00% | $ Change452.00% | # Change375.00% |