Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 10/11/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 8 |
of those in investment advisory functions | 8 |
Registration | SEC, Approved, 4/4/1968 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- 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
- Performance-based fees
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker67066G104 | Stock NameNVIDIA Corp | $ Position$86,604,086 | % Position8.00% | $ Change-5.00% | # Change-3.00% |
Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$70,332,965 | % Position7.00% | $ Change-4.00% | # Change-1.00% |
Stck Ticker67103H107 | Stock NameO'Reilly Automotive Inc | $ Position$46,726,170 | % Position4.00% | $ Change8.00% | # Change-1.00% |
Stck Ticker037833100 | Stock NameApple Inc | $ Position$40,182,947 | % Position4.00% | $ Change6.00% | # Change-4.00% |
Stck Ticker46120E602 | Stock NameIntuitive Surgical Inc | $ Position$42,847,587 | % Position4.00% | $ Change4.00% | # Change-6.00% |
Stck Ticker02079K107 | Stock NameAlphabet Inc Class C | $ Position$27,608,753 | % Position3.00% | $ Change-9.00% | # Change0.00% |
Stck Ticker00287Y109 | Stock NameAbbvie Inc | $ Position$18,933,198 | % Position2.00% | $ Change15.00% | # Change0.00% |
Stck Ticker053015103 | Stock NameAutomatic Data Processing Inc | $ Position$16,201,988 | % Position2.00% | $ Change15.00% | # Change0.00% |
Stck Ticker22160K105 | Stock NameCostco Wholesale Corp | $ Position$19,402,377 | % Position2.00% | $ Change3.00% | # Change-2.00% |
Stck Ticker437076102 | Stock NameHome Depot Inc | $ Position$24,105,348 | % Position2.00% | $ Change18.00% | # Change0.00% |