| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 88 4.76% |
| of those in investment advisory functions | 61 5.17% |
| Registration | SEC, Approved, 10/01/2008 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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 Ticker037833100 | Stock NameAPPLE INC | $ Position$340,635,420 | % Position5.00% | $ Change704.00% | # Change806.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$279,547,719 | % Position4.00% | $ Change-12.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$235,380,009 | % Position4.00% | $ Change559.00% | # Change717.00% |
| Stck Ticker91324P102 | Stock NameUNITEDHEALTH GROUP INC | $ Position$156,232,530 | % Position3.00% | $ Change0.00% | # Change-3.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$202,792,889 | % Position3.00% | $ Change0.00% | # Change-3.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$197,672,149 | % Position3.00% | $ Change495.00% | # Change586.00% |
| Stck Ticker09260D107 | Stock NameBLACKSTONE INC | $ Position$165,552,776 | % Position3.00% | $ Change447.00% | # Change575.00% |
| Stck Ticker053332102 | Stock NameAUTOZONE INC | $ Position$179,524,746 | % Position3.00% | $ Change13.00% | # Change-5.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$118,361,112 | % Position2.00% | $ Change405.00% | # Change330.00% |
| Stck Ticker09290D101 | Stock NameBLACKROCK INC | $ Position$96,421,704 | % Position2.00% | $ Change-10.00% | # Change-3.00% |