ESSEX, CT
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 99.74K | SH | $28.86M 13.52% | 0.00 | 0.00 | 99.74K |
NVIDIA CORPORATIONSOLE | COM | 44.84K | SH | $8.97M 4.20% | 0.00 | 0.00 | 44.84K |
AMAZON COM INCSOLE | COM | 26.82K | SH | $6.39M 2.99% | 0.00 | 0.00 | 26.82K |
BLACKROCK SCIENCE & TECHNOLOSOLE | SHS | 114.58K | SH | $5.81M 2.72% | 0.00 | 0.00 | 114.58K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 118.44K | SH | $5.13M 2.40% | 0.00 | 0.00 | 118.44K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.72K | SH | $5.02M 2.35% | 0.00 | 0.00 | 6.72K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 62.84K | SH | $4.76M 2.23% | 0.00 | 0.00 | 62.84K |
MICROSOFT CORPSOLE | COM | 12.56K | SH | $4.69M 2.20% | 0.00 | 0.00 | 12.56K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 50.04K | SH | $4.59M 2.15% | 0.00 | 0.00 | 50.04K |
ALPHABET INCSOLE | CAP STK CL A | 11.78K | SH | $4.21M 1.97% | 0.00 | 0.00 | 11.78K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.44K | SH | $4.07M 1.91% | 0.00 | 0.00 | 13.44K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 82.21K | SH | $3.88M 1.82% | 0.00 | 0.00 | 82.21K |
ISHARES TRSOLE | INTL EQTY FACTOR | 93.06K | SH | $3.81M 1.79% | 0.00 | 0.00 | 93.06K |
TESLA INCSOLE | COM | 8.63K | SH | $3.63M 1.70% | 0.00 | 0.00 | 8.63K |
META PLATFORMS INCSOLE | CL A | 5.42K | SH | $3.06M 1.43% | 0.00 | 0.00 | 5.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.85K | SH | $3.02M 1.41% | 0.00 | 0.00 | 13.85K |
DIREXION SHARES ETF TRUSTSOLE | DAI SEM BUL ETF | 11.23K | SH | $3.00M 1.40% | 0.00 | 0.00 | 11.23K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.08K | SH | $2.95M 1.38% | 0.00 | 0.00 | 5.08K |
DNP SELECT INCOME FD INCSOLE | COM | 263.12K | SH | $2.84M 1.33% | 0.00 | 0.00 | 263.12K |
EXXON MOBIL CORPSOLE | COM | 18.94K | SH | $2.59M 1.21% | 0.00 | 0.00 | 18.94K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 3.67K | SH | $2.41M 1.13% | 0.00 | 0.00 | 3.67K |
CIPHER DIGITAL INCSOLE | COM | 92.67K | SH | $2.27M 1.06% | 0.00 | 0.00 | 92.67K |
ELI LILLY & COSOLE | COM | 1.82K | SH | $2.18M 1.02% | 0.00 | 0.00 | 1.82K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 17.07K | SH | $2.16M 1.01% | 0.00 | 0.00 | 17.07K |
ALPHABET INCSOLE | CAP STK CL C | 5.90K | SH | $2.08M 0.98% | 0.00 | 0.00 | 5.90K |