MEMPHIS, TN
Allocation by class
Portfolio Concentration
Top 3 weight
50.4%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 165.85K | SH | $28.92M 21.88% | 0.00 | 0.00 | 165.85K |
APPLE INCSOLE | COM | 93.12K | SH | $23.63M 17.87% | 0.00 | 0.00 | 93.12K |
TIDAL TRUST ISOLE | FUNDSTRAT GRANNY | 589.90K | SH | $14.08M 10.65% | 0.00 | 0.00 | 589.90K |
ELI LILLY & COSOLE | COM | 6.90K | SH | $6.35M 4.80% | 0.00 | 0.00 | 6.90K |
MICROSOFT CORPSOLE | COM | 10.73K | SH | $3.97M 3.00% | 0.00 | 0.00 | 10.73K |
ADVANCED MICRO DEVICES INCSOLE | COM | 15.75K | SH | $3.20M 2.42% | 0.00 | 0.00 | 15.75K |
META PLATFORMS INCSOLE | CL A | 5K | SH | $2.86M 2.17% | 0.00 | 0.00 | 5K |
BROADCOM INCSOLE | COM | 8.91K | SH | $2.76M 2.09% | 0.00 | 0.00 | 8.91K |
ISHARES TRSOLE | INTL SEL DIV ETF | 61.62K | SH | $2.62M 1.98% | 0.00 | 0.00 | 61.62K |
MERCK & CO INCSOLE | COM | 18.94K | SH | $2.28M 1.72% | 0.00 | 0.00 | 18.94K |
JPMORGAN CHASE & COSOLE | COM | 7.33K | SH | $2.15M 1.63% | 0.00 | 0.00 | 7.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.30K | SH | $2.06M 1.56% | 0.00 | 0.00 | 4.30K |
ALPHABET INCSOLE | CAP STK CL A | 6.93K | SH | $1.99M 1.51% | 0.00 | 0.00 | 6.93K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 6.40K | SH | $1.55M 1.17% | 0.00 | 0.00 | 6.40K |
MORGAN STANLEYSOLE | COM NEW | 8.36K | SH | $1.38M 1.04% | 0.00 | 0.00 | 8.36K |
CISCO SYS INCSOLE | COM | 17.64K | SH | $1.37M 1.04% | 0.00 | 0.00 | 17.64K |
TESLA INCSOLE | COM | 3.67K | SH | $1.36M 1.03% | 0.00 | 0.00 | 3.67K |
JOHNSON & JOHNSONSOLE | COM | 5.50K | SH | $1.34M 1.02% | 0.00 | 0.00 | 5.50K |
DELL TECHNOLOGIES INCSOLE | CL C | 7.68K | SH | $1.26M 0.95% | 0.00 | 0.00 | 7.68K |
VERIZON COMMUNICATIONS INCSOLE | COM | 23.95K | SH | $1.20M 0.91% | 0.00 | 0.00 | 23.95K |
ALPHABET INCSOLE | CAP STK CL C | 4.08K | SH | $1.17M 0.89% | 0.00 | 0.00 | 4.08K |
AMGEN INCSOLE | COM | 3.05K | SH | $1.07M 0.81% | 0.00 | 0.00 | 3.05K |
WALMART INCSOLE | COM | 7.80K | SH | $969.0K 0.73% | 0.00 | 0.00 | 7.80K |
ABBVIE INCSOLE | COM | 4.31K | SH | $936.7K 0.71% | 0.00 | 0.00 | 4.31K |
ISHARES INCSOLE | EM MKTS DIV ETF | 26.30K | SH | $904.1K 0.68% | 0.00 | 0.00 | 26.30K |