| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/04/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 25.00% |
| of those in investment advisory functions | 4 33.33% |
| Registration | SEC, Approved, 8/4/1967 |
- 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$28,603,546 | % Position11.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker464288679 | Stock NameiShares Short Treasury Bond ETF | $ Position$17,955,249 | % Position7.00% | $ Change-10.00% | # Change-10.00% |
| Stck Ticker594918104 | Stock NameMicrosoft | $ Position$15,767,913 | % Position6.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Cl A | $ Position$9,454,943 | % Position4.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker337738108 | Stock NameFiserv | $ Position$7,007,248 | % Position3.00% | $ Change21.00% | # Change0.00% |
| Stck Ticker437076102 | Stock NameHome Depot | $ Position$8,465,438 | % Position3.00% | $ Change18.00% | # Change0.00% |
| Stck Ticker747525103 | Stock NameQualcomm | $ Position$7,942,865 | % Position3.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker125523100 | Stock NameCigna | $ Position$7,768,571 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJP Morgan Chase & Co | $ Position$8,500,188 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker68389X105 | Stock NameOracle Corp | $ Position$6,573,180 | % Position3.00% | $ Change21.00% | # Change0.00% |