WILTON, CT
Allocation by class
Portfolio Concentration
Top 3 weight
46.9%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 211.84K | SH | $158.19M 32.03% | 0.00 | 0.00 | 211.84K |
APPLE INCSOLE | COM | 153.42K | SH | $44.39M 8.99% | 0.00 | 0.00 | 153.42K |
MICROSOFT CORPSOLE | COM | 78.24K | SH | $29.18M 5.91% | 0.00 | 0.00 | 78.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.08K | SH | $20.68M 4.19% | 0.00 | 0.00 | 28.08K |
VISA INCSOLE | COM CL A | 46.25K | SH | $15.87M 3.21% | 0.00 | 0.00 | 46.25K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 24.90K | SH | $13.01M 2.63% | 0.00 | 0.00 | 24.90K |
ALPHABET INCSOLE | CAP STK CL C | 34.21K | SH | $12.09M 2.45% | 0.00 | 0.00 | 34.21K |
ISHARES TRSOLE | 20 YR TR BD ETF | 114.63K | SH | $9.91M 2.01% | 0.00 | 0.00 | 114.63K |
JPMORGAN CHASE & COSOLE | COM | 24.53K | SH | $8.03M 1.63% | 0.00 | 0.00 | 24.53K |
NVIDIA CORPORATIONSOLE | COM | 38.32K | SH | $7.67M 1.55% | 0.00 | 0.00 | 38.32K |
PEPSICO INCSOLE | COM | 56.35K | SH | $7.63M 1.55% | 0.00 | 0.00 | 56.35K |
ALLSTATE CORPSOLE | COM | 29.70K | SH | $7.07M 1.43% | 0.00 | 0.00 | 29.70K |
PNC FINL SVCS GROUP INCSOLE | COM | 28.61K | SH | $7.04M 1.43% | 0.00 | 0.00 | 28.61K |
AMAZON COM INCSOLE | COM | 29.30K | SH | $6.98M 1.41% | 0.00 | 0.00 | 29.30K |
GE VERNOVA INCSOLE | COM | 5.46K | SH | $6.42M 1.30% | 0.00 | 0.00 | 5.46K |
FEDEX CORPSOLE | COM | 14.80K | SH | $4.64M 0.94% | 0.00 | 0.00 | 14.80K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.73K | SH | $4.42M 0.90% | 0.00 | 0.00 | 4.73K |
CISCO SYS INCSOLE | COM | 34.49K | SH | $4.05M 0.82% | 0.00 | 0.00 | 34.49K |
CHEVRON CORPORATIONSOLE | COM | 23.35K | SH | $3.87M 0.78% | 0.00 | 0.00 | 23.35K |
CATERPILLAR INCSOLE | COM | 3.58K | SH | $3.82M 0.77% | 0.00 | 0.00 | 3.58K |
ISHARES SILVER TRSOLE | ISHARES | 70.73K | SH | $3.78M 0.77% | 0.00 | 0.00 | 70.73K |
JOHNSON & JOHNSONSOLE | COM | 13.86K | SH | $3.52M 0.71% | 0.00 | 0.00 | 13.86K |
TESLA INCSOLE | COM | 7.95K | SH | $3.34M 0.68% | 0.00 | 0.00 | 7.95K |
SPDR GOLD TRSOLE | GOLD SHS | 8.63K | SH | $3.18M 0.64% | 0.00 | 0.00 | 8.63K |
AMPHENOL CORPSOLE | CL A | 17.42K | SH | $3.07M 0.62% | 0.00 | 0.00 | 17.42K |