GALLATIN, TN
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 28.77K | SH | $14.31M 5.18% | 0.00 | 0.00 | 28.77K |
ALPHABET INCSOLE | CAP STK CL A | 78.87K | SH | $13.90M 5.03% | 0.00 | 0.00 | 78.87K |
JPMORGAN CHASE & CO.SOLE | COM | 46.41K | SH | $13.46M 4.87% | 0.00 | 0.00 | 46.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.40K | SH | $13.31M 4.82% | 0.00 | 0.00 | 27.40K |
PALO ALTO NETWORKS INCSOLE | COM | 62.08K | SH | $12.70M 4.60% | 0.00 | 0.00 | 62.08K |
ECOLAB INCSOLE | COM | 40.81K | SH | $11.00M 3.98% | 0.00 | 0.00 | 40.81K |
CHEVRON CORP NEWSOLE | COM | 70.53K | SH | $10.10M 3.66% | 0.00 | 0.00 | 70.53K |
UNITEDHEALTH GROUP INCSOLE | COM | 31.04K | SH | $9.68M 3.50% | 0.00 | 0.00 | 31.04K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 93.47K | SH | $9.41M 3.41% | 0.00 | 0.00 | 93.47K |
UNITED PARCEL SERVICE INCSOLE | CL B | 90.25K | SH | $9.11M 3.30% | 0.00 | 0.00 | 90.25K |
CATERPILLAR INCSOLE | COM | 22.98K | SH | $8.92M 3.23% | 0.00 | 0.00 | 22.98K |
PEPSICO INCSOLE | COM | 67.30K | SH | $8.89M 3.22% | 0.00 | 0.00 | 67.30K |
EXXON MOBIL CORPSOLE | COM | 79.72K | SH | $8.59M 3.11% | 0.00 | 0.00 | 79.72K |
LAM RESEARCH CORPSOLE | COM NEW | 87.52K | SH | $8.52M 3.08% | 0.00 | 0.00 | 87.52K |
LOCKHEED MARTIN CORPSOLE | COM | 17.62K | SH | $8.16M 2.95% | 0.00 | 0.00 | 17.62K |
FEDEX CORPSOLE | COM | 35.56K | SH | $8.08M 2.93% | 0.00 | 0.00 | 35.56K |
APPLE INCSOLE | COM | 33.34K | SH | $6.84M 2.48% | 0.00 | 0.00 | 33.34K |
CROWN CASTLE INCSOLE | COM | 65.84K | SH | $6.76M 2.45% | 0.00 | 0.00 | 65.84K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 72.59K | SH | $5.71M 2.07% | 0.00 | 0.00 | 72.59K |
EOG RES INCSOLE | COM | 40.01K | SH | $4.78M 1.73% | 0.00 | 0.00 | 40.01K |
HOME DEPOT INCSOLE | COM | 12.52K | SH | $4.59M 1.66% | 0.00 | 0.00 | 12.52K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 83.83K | SH | $4.37M 1.58% | 0.00 | 0.00 | 83.83K |
AMAZON COM INCSOLE | COM | 19.09K | SH | $4.19M 1.52% | 0.00 | 0.00 | 19.09K |
MEDTRONIC PLCSOLE | SHS | 47.17K | SH | $4.11M 1.49% | 0.00 | 0.00 | 47.17K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 39.62K | SH | $3.72M 1.34% | 0.00 | 0.00 | 39.62K |