Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 01/09/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 24 4.35% |
of those in investment advisory functions | 16 23.08% |
Registration | SEC, Approved, 06/21/2002 |
|
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker92206C409 | Stock NameVANGUARD SHORT-TERM CORPORATE BOND ETF | $ Position$25,755,343 | % Position6.00% | $ Change-1.00% | # Change0.00% |
Stck Ticker78463X889 | Stock NameSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $ Position$27,512,164 | % Position6.00% | $ Change-6.00% | # Change3.00% |
Stck Ticker703395103 | Stock NamePATTERSON COS INC COM | $ Position$17,463,073 | % Position4.00% | $ Change47.00% | # Change4.00% |
Stck Ticker03674X106 | Stock NameANTERO RESOURCES CORP COM | $ Position$17,641,471 | % Position4.00% | $ Change22.00% | # Change0.00% |
Stck Ticker023135106 | Stock NameAMAZON.COM | $ Position$17,983,084 | % Position4.00% | $ Change12.00% | # Change-5.00% |
Stck Ticker67077M108 | Stock NameNUTRIEN LTD COM | $ Position$11,778,419 | % Position3.00% | $ Change-3.00% | # Change4.00% |
Stck Ticker500754106 | Stock NameKRAFT HEINZ CO COM | $ Position$12,171,198 | % Position3.00% | $ Change-9.00% | # Change4.00% |
Stck Ticker92343V104 | Stock NameVERIZON COMMUNICATIONS | $ Position$12,177,179 | % Position3.00% | $ Change-8.00% | # Change4.00% |
Stck Ticker637417106 | Stock NameNNN REIT INC COM | $ Position$12,218,830 | % Position3.00% | $ Change-13.00% | # Change3.00% |
Stck Ticker125523100 | Stock NameTHE CIGNA GROUP COM | $ Position$12,331,799 | % Position3.00% | $ Change-13.00% | # Change9.00% |