MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
13.2%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Full voting authority
1.09M
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 |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 18.79K | SH | $6.7K 4.47% | 18.79K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 22.57K | SH | $6.6K 4.39% | 22.57K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 23.80K | SH | $6.5K 4.32% | 23.80K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 18.93K | SH | $5.4K 3.57% | 18.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.20K | SH | $5.2K 3.47% | 21.20K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.88K | SH | $4.9K 3.23% | 4.88K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 102.82K | SH | $4.9K 3.22% | 102.82K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 13.88K | SH | $4.8K 3.17% | 13.88K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 8.23K | SH | $4.1K 2.69% | 8.23K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 15.72K | SH | $3.9K 2.62% | 15.72K | 0.00 | 0.00 |
AMAZONCOM INCSOLE | COM | 19.20K | SH | $3.9K 2.56% | 19.20K | 0.00 | 0.00 |
LILLY ELI AND COSOLE | COM | 4.21K | SH | $3.7K 2.48% | 4.21K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 47.45K | SH | $3.6K 2.42% | 47.45K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 38.96K | SH | $3.6K 2.38% | 38.96K | 0.00 | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 14.55K | SH | $3.5K 2.34% | 14.55K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 19.67K | SH | $3.2K 2.15% | 19.67K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 10.69K | SH | $3.2K 2.15% | 10.69K | 0.00 | 0.00 |
WISDOMTREE US QUALITY DV GRWTHSOLE | US QTLY DIV GRT | 37.48K | SH | $3.2K 2.13% | 37.48K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 15.05K | SH | $3.2K 2.10% | 15.05K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 3.34K | SH | $3.1K 2.07% | 3.34K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 40.40K | SH | $3.1K 2.04% | 40.40K | 0.00 | 0.00 |
TJX COMPANIES INCSOLE | COM | 19.68K | SH | $3.1K 2.03% | 19.68K | 0.00 | 0.00 |
ASML HOLDING NVSOLE | N Y REGISTRY SHS | 2.38K | SH | $3.0K 1.98% | 2.38K | 0.00 | 0.00 |
ISHARES DJ SELECT DIVIDEND INDEXSOLE | SELECT DIVID ETF | 18.56K | SH | $2.8K 1.85% | 18.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.07K | SH | $2.7K 1.80% | 5.07K | 0.00 | 0.00 |