PROVIDENCE, RI
Allocation by class
Portfolio Concentration
Top 3 weight
71.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 51.01K
Full voting authority
51.01K
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 | 10.70K | SH | $2.08M 48.06% | 10.70K | 0.00 | 0.00 |
ALPHABET INC-CL CSOLE | CAP STK CL C | 4.70K | SH | $568.6K 13.17% | 4.70K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 8.36K | SH | $432.4K 10.01% | 8.36K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 4.20K | SH | $390.5K 9.04% | 4.20K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 2.06K | SH | $224.1K 5.19% | 2.06K | 0.00 | 0.00 |
INVESCO PREFERRED ETFSOLE | PFD ETF | 18.98K | SH | $215.8K 5.00% | 18.98K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 610.00 | SH | $207.7K 4.81% | 610.00 | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 1.40K | SH | $203.6K 4.71% | 1.40K | 0.00 | 0.00 |