Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/21/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 9 |
of those in investment advisory functions | 6 |
Registration | Maryland, Terminated, 1/17/2023 |
|
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$34,930,188 | % Position7.00% | $ Change6.00% | # Change-1.00% |
Stck Ticker02079k107 | Stock NameALPHABET INC. CLASS C | $ Position$20,309,362 | % Position4.00% | $ Change19.00% | # Change-1.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$22,275,381 | % Position4.00% | $ Change23.00% | # Change0.00% |
Stck Ticker053015103 | Stock NameAUTO DATA PROCESSING | $ Position$13,389,792 | % Position3.00% | $ Change-5.00% | # Change0.00% |
Stck Ticker46625h100 | Stock NameJPMORGAN CHASE & CO | $ Position$16,722,452 | % Position3.00% | $ Change0.00% | # Change-1.00% |
Stck Ticker58933y105 | Stock NameMERCK & CO. INC. | $ Position$13,044,744 | % Position3.00% | $ Change-7.00% | # Change-1.00% |
Stck Ticker747525103 | Stock NameQUALCOMM INC | $ Position$14,491,440 | % Position3.00% | $ Change8.00% | # Change-8.00% |
Stck Ticker872540109 | Stock NameTJX COMPANIES INC | $ Position$15,155,980 | % Position3.00% | $ Change8.00% | # Change0.00% |
Stck Ticker87612e106 | Stock NameTARGET CORP | $ Position$10,831,050 | % Position2.00% | $ Change-17.00% | # Change0.00% |
Stck Ticker75513e101 | Stock NameRTX CORP | $ Position$9,416,974 | % Position2.00% | $ Change2.00% | # Change-1.00% |