ORLAND, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 36.48K | SH | $6.36M 6.45% | 0.00 | 0.00 | 36.48K |
APPLE INCSOLE | COM | 22.04K | SH | $5.59M 5.67% | 0.00 | 0.00 | 22.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.08K | SH | $3.87M 3.92% | 0.00 | 0.00 | 8.08K |
MAIN STR CAP CORPSOLE | COM | 57.88K | SH | $3.07M 3.11% | 0.00 | 0.00 | 57.88K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.33K | SH | $2.26M 2.29% | 0.00 | 0.00 | 9.33K |
EATON VANCE ENHANCED EQUITYSOLE | COM | 106.66K | SH | $2.18M 2.21% | 0.00 | 0.00 | 106.66K |
EATON VANCE TAX-MANAGED GLOBSOLE | COM | 246.87K | SH | $2.14M 2.17% | 0.00 | 0.00 | 246.87K |
EXXON MOBIL CORPSOLE | COM | 12.32K | SH | $2.09M 2.12% | 0.00 | 0.00 | 12.32K |
ETFIS SER TR ISOLE | VIRTUS INFRCAP | 102.32K | SH | $2.08M 2.11% | 0.00 | 0.00 | 102.32K |
MARVELL TECHNOLOGY INCSOLE | COM | 19.79K | SH | $1.96M 1.99% | 0.00 | 0.00 | 19.79K |
SPDR GOLD TRSOLE | GOLD SHS | 4.43K | SH | $1.91M 1.93% | 0.00 | 0.00 | 4.43K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 49.02K | SH | $1.85M 1.88% | 0.00 | 0.00 | 49.02K |
AMAZON COM INCSOLE | COM | 8.85K | SH | $1.84M 1.87% | 0.00 | 0.00 | 8.85K |
CLOUDFLARE INCSOLE | CL A COM | 8.35K | SH | $1.72M 1.75% | 0.00 | 0.00 | 8.35K |
MICROSOFT CORPSOLE | COM | 4.65K | SH | $1.72M 1.75% | 0.00 | 0.00 | 4.65K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 18.62K | SH | $1.71M 1.73% | 0.00 | 0.00 | 18.62K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.22K | SH | $1.61M 1.63% | 0.00 | 0.00 | 1.22K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.42K | SH | $1.58M 1.60% | 0.00 | 0.00 | 2.42K |
MICRON TECHNOLOGY INCSOLE | COM | 4.66K | SH | $1.57M 1.60% | 0.00 | 0.00 | 4.66K |
WILLIAMS COS INCSOLE | COM | 20.93K | SH | $1.52M 1.54% | 0.00 | 0.00 | 20.93K |
CORNING INCSOLE | COM | 10.39K | SH | $1.41M 1.43% | 0.00 | 0.00 | 10.39K |
FS CREDIT OPPORTUNITIES CORPSOLE | COMMON STOCK | 275.36K | SH | $1.40M 1.42% | 0.00 | 0.00 | 275.36K |
MARKEL GROUP INCSOLE | COM | 731.00 | SH | $1.40M 1.42% | 0.00 | 0.00 | 731.00 |
NETFLIX INC.SOLE | COM | 13.61K | SH | $1.31M 1.33% | 0.00 | 0.00 | 13.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.05K | SH | $1.30M 1.32% | 0.00 | 0.00 | 4.05K |