| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 05/08/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 25.00% |
| of those in investment advisory functions | 3 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- 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 Ticker037833100 | Stock NameApple | $ Position$23,641,074 | % Position10.00% | $ Change-19.00% | # Change-9.00% |
| Stck Ticker464288679 | Stock NameiShares Short Treasury Bond ETF | $ Position$19,967,854 | % Position8.00% | $ Change5.00% | # Change5.00% |
| Stck Ticker594918104 | Stock NameMicrosoft | $ Position$13,722,006 | % Position6.00% | $ Change-11.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Cl A | $ Position$9,069,481 | % Position4.00% | $ Change-16.00% | # Change3.00% |
| Stck Ticker46625H100 | Stock NameJP Morgan Chase & Co | $ Position$9,680,029 | % Position4.00% | $ Change0.00% | # Change-3.00% |
| Stck Ticker125523100 | Stock NameCigna | $ Position$7,319,592 | % Position3.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker747525103 | Stock NameQualcomm | $ Position$7,113,525 | % Position3.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems Inc | $ Position$7,069,930 | % Position3.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker337738108 | Stock NameFiserv | $ Position$6,946,208 | % Position3.00% | $ Change-2.00% | # Change-9.00% |
| Stck Ticker68389X105 | Stock NameOracle Corp | $ Position$6,420,774 | % Position3.00% | $ Change-1.00% | # Change18.00% |