| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/25/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 10/11/1979 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- 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 Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$7,555,308 | % Position5.00% | $ Change-31.00% | # Change-23.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$5,847,254 | % Position4.00% | $ Change-3.00% | # Change2.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$7,263,679 | % Position4.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$6,074,350 | % Position4.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker437076102 | Stock NameHOME DEPOT INC | $ Position$5,978,918 | % Position4.00% | $ Change-41.00% | # Change-38.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$5,230,217 | % Position3.00% | $ Change-17.00% | # Change-23.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$5,343,151 | % Position3.00% | $ Change15.00% | # Change-2.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$5,401,959 | % Position3.00% | $ Change16.00% | # Change-1.00% |
| Stck Ticker90470L550 | Stock NameUNIFIED SER TR | $ Position$5,471,831 | % Position3.00% | $ Change-14.00% | # Change-7.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO. | $ Position$3,992,993 | % Position2.00% | $ Change2.00% | # Change0.00% |