SEWICKLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
19.4%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 4.87M
Full voting authority
4.87M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 855.92K | SH | $43.38M 9.23% | 855.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 101.27K | SH | $29.30M 6.23% | 101.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 93.52K | SH | $18.71M 3.98% | 93.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.37K | SH | $15.06M 3.20% | 40.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.80K | SH | $14.06M 2.99% | 39.80K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 19.03K | SH | $13.76M 2.93% | 19.03K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 33.60K | SH | $11.00M 2.34% | 33.60K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 38.62K | SH | $9.72M 2.07% | 38.62K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 60.17K | SH | $9.12M 1.94% | 60.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.14K | SH | $9.03M 1.92% | 13.14K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 155.91K | SH | $7.68M 1.63% | 155.91K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.46K | SH | $7.45M 1.59% | 63.46K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P400MID | 107.10K | SH | $7.24M 1.54% | 107.10K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.17K | SH | $7.01M 1.49% | 14.17K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 49.37K | SH | $6.75M 1.44% | 49.37K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 44.39K | SH | $6.50M 1.38% | 44.39K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.82K | SH | $5.57M 1.19% | 19.82K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 15.54K | SH | $5.48M 1.17% | 15.54K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 16.16K | SH | $5.47M 1.16% | 16.16K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 125.63K | SH | $5.32M 1.13% | 125.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.62K | SH | $5.31M 1.13% | 10.62K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 124.06K | SH | $5.25M 1.12% | 124.06K | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 75.73K | SH | $5.17M 1.10% | 75.73K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 34.86K | SH | $5.11M 1.09% | 34.86K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 17.52K | SH | $4.96M 1.05% | 17.52K | 0.00 | 0.00 |