| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/19/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 09/19/2011 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$21,622,290 | % Position8.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$16,755,332 | % Position6.00% | $ Change0.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$12,143,431 | % Position4.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker747525103 | Stock NameQUALCOMM INC | $ Position$9,035,753 | % Position3.00% | $ Change-10.00% | # Change0.00% |
| Stck Ticker92532F100 | Stock NameVERTEX PHARMACEUTICALS INC | $ Position$8,500,997 | % Position3.00% | $ Change-14.00% | # Change-1.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$9,566,015 | % Position3.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$8,176,520 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$4,930,327 | % Position2.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker29414B104 | Stock NameEPAM SYS INC | $ Position$5,290,178 | % Position2.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$4,948,978 | % Position2.00% | $ Change-13.00% | # Change-2.00% |