ANDOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 2M
Full voting authority
2M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 55.11K | SH | $13.99M 5.84% | 55.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.37K | SH | $12.72M 5.31% | 34.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 69.80K | SH | $12.17M 5.08% | 69.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 35.39K | SH | $10.18M 4.25% | 35.39K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 30.75K | SH | $9.05M 3.78% | 30.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.30K | SH | $7.56M 3.16% | 17.30K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 40.94K | SH | $5.57M 2.33% | 40.94K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 38.42K | SH | $5.11M 2.13% | 38.42K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 61.94K | SH | $4.81M 2.01% | 61.94K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 97.08K | SH | $4.73M 1.98% | 97.08K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.57K | SH | $4.64M 1.94% | 21.57K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 37.07K | SH | $4.46M 1.86% | 37.07K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 6.54K | SH | $3.95M 1.65% | 6.54K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 79.30K | SH | $3.92M 1.64% | 79.30K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 31.94K | SH | $3.67M 1.53% | 31.94K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 14.93K | SH | $3.65M 1.52% | 14.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.32K | SH | $3.61M 1.51% | 17.32K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.50K | SH | $3.15M 1.32% | 14.50K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 17.27K | SH | $2.84M 1.19% | 17.27K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.49K | SH | $2.79M 1.17% | 8.49K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 43.84K | SH | $2.75M 1.15% | 43.84K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 17.91K | SH | $2.74M 1.14% | 17.91K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 54.03K | SH | $2.69M 1.12% | 54.03K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.19K | SH | $2.64M 1.10% | 9.19K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 18.24K | SH | $2.63M 1.10% | 18.24K | 0.00 | 0.00 |