| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/24/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 07/01/1995 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker031162100 | Stock NameAmgen Inc. | $ Position$21,688,242 | % Position5.00% | $ Change25.00% | # Change4.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway Inc-Del Cl B | $ Position$20,693,928 | % Position5.00% | $ Change4.00% | # Change-12.00% |
| Stck Ticker166764100 | Stock NameChevron Corp | $ Position$20,888,666 | % Position5.00% | $ Change15.00% | # Change0.00% |
| Stck TickerG5960L103 | Stock NameMedtronic PLC | $ Position$20,123,248 | % Position5.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker92826C839 | Stock NameVisa Inc. | $ Position$23,363,766 | % Position5.00% | $ Change0.00% | # Change-10.00% |
| Stck Ticker882508104 | Stock NameTexas Instruments Inc. | $ Position$18,329,400 | % Position4.00% | $ Change4.00% | # Change8.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$18,414,756 | % Position4.00% | $ Change-11.00% | # Change-1.00% |
| Stck Ticker65339F101 | Stock NameNextera Energy Inc. | $ Position$16,441,872 | % Position4.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker46625H100 | Stock NameJ P Morgan Chase & Co | $ Position$18,143,124 | % Position4.00% | $ Change-15.00% | # Change-17.00% |
| Stck Ticker713448108 | Stock NamePepsico Inc | $ Position$18,102,706 | % Position4.00% | $ Change12.00% | # Change14.00% |