WINCHESTER, TN
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Full voting authority
2.22M
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 |
|---|---|---|---|---|---|---|---|
LAMAR ADVERTISING CO NEW CL ASOLE | REIT | 107.26K | SH | $12.81M 6.82% | 107.26K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 90.67K | SH | $7.31M 3.89% | 90.67K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 35.09K | SH | $6.02M 3.20% | 35.09K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 13.44K | SH | $5.66M 3.01% | 13.44K | 0.00 | 0.00 |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 8.91K | SH | $4.67M 2.49% | 8.91K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 27.41K | SH | $4.46M 2.38% | 27.41K | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | ETF | 41.01K | SH | $3.87M 2.06% | 41.01K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 41.55K | SH | $3.85M 2.05% | 41.55K | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 84.84K | SH | $3.84M 2.05% | 84.84K | 0.00 | 0.00 |
NOVO-NORDISK A S ADRSOLE | ADR | 28.65K | SH | $3.68M 1.96% | 28.65K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 18.81K | SH | $3.39M 1.81% | 18.81K | 0.00 | 0.00 |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 44.06K | SH | $3.36M 1.79% | 44.06K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 16.89K | SH | $3.08M 1.64% | 16.89K | 0.00 | 0.00 |
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFSOLE | ETF | 61.96K | SH | $3.07M 1.63% | 61.96K | 0.00 | 0.00 |
FIRST TRUST LONG/SHORT EQUITY ETFSOLE | ETF | 42.80K | SH | $2.64M 1.40% | 42.80K | 0.00 | 0.00 |
SOUTHERN CO COMSOLE | Stock | 35.36K | SH | $2.54M 1.35% | 35.36K | 0.00 | 0.00 |
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDSOLE | ETF | 12.85K | SH | $2.36M 1.26% | 12.85K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 11.67K | SH | $2.34M 1.24% | 11.67K | 0.00 | 0.00 |
WISDOMTREE U.S. MIDCAP DIVIDEND FUNDSOLE | ETF | 45.47K | SH | $2.22M 1.18% | 45.47K | 0.00 | 0.00 |
JPMORGAN INCOME ETFSOLE | ETF | 48.56K | SH | $2.21M 1.18% | 48.56K | 0.00 | 0.00 |
VANGUARD LARGE-CAP ETFSOLE | ETF | 9.06K | SH | $2.17M 1.16% | 9.06K | 0.00 | 0.00 |
ISHARES U.S. INDUSTRIALS ETFSOLE | ETF | 16.52K | SH | $2.08M 1.11% | 16.52K | 0.00 | 0.00 |
FIRST TRUST NASDAQ CYBERSECURITY ETFSOLE | ETF | 35.36K | SH | $1.99M 1.06% | 35.36K | 0.00 | 0.00 |
FINANCIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 46.99K | SH | $1.98M 1.05% | 46.98K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 10.60K | SH | $1.94M 1.03% | 10.60K | 0.00 | 0.00 |