CORAL GABLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
2.68M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 278.57K | SH | $70.7K 21.69% | 278.57K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 95.31K | SH | $16.6K 5.10% | 95.31K | 0.00 | 0.00 |
POPULAR INCSOLE | COM NEW | 79.93K | SH | $10.8K 3.31% | 79.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.85K | SH | $10.3K 3.16% | 27.85K | 0.00 | 0.00 |
AMAZON COM INCSOLE | AMAZON COM INC | 30K | SH | $6.2K 1.92% | 30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.68K | SH | $5.6K 1.72% | 11.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 19.46K | SH | $5.6K 1.71% | 19.46K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 17.47K | SH | $5.3K 1.62% | 17.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 17.77K | SH | $5.1K 1.57% | 17.77K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.61K | SH | $4.9K 1.51% | 8.61K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 28.45K | SH | $4.7K 1.44% | 28.45K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 36.70K | SH | $4.6K 1.40% | 36.70K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 20.28K | SH | $4.4K 1.35% | 20.28K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 20.39K | SH | $3.9K 1.21% | 20.39K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.55K | SH | $3.8K 1.16% | 15.55K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 12.58K | SH | $3.7K 1.14% | 12.58K | 0.00 | 0.00 |
ONDAS INCSOLE | COM NEW | 408K | SH | $3.7K 1.13% | 408K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 29.86K | SH | $3.6K 1.11% | 29.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 11.65K | SH | $3.6K 1.11% | 11.65K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.22K | SH | $3.4K 1.03% | 10.22K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 19.05K | SH | $3.2K 0.99% | 19.05K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 8.88K | SH | $3.1K 0.96% | 8.88K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 15.50K | SH | $3.0K 0.93% | 15.50K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 3.84K | SH | $3.0K 0.91% | 3.84K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 9.61K | SH | $2.9K 0.89% | 9.61K | 0.00 | 0.00 |