SALEM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
22.0%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.34K | SH | $17.34M 8.70% | 0.00 | 0.00 | 68.34K |
NVIDIA CORPORATIONSOLE | COM | 82.77K | SH | $14.44M 7.24% | 0.00 | 0.00 | 82.77K |
ELI LILLY & COSOLE | COM | 13.17K | SH | $12.12M 6.08% | 0.00 | 0.00 | 13.17K |
MICROSOFT CORPSOLE | COM | 32.16K | SH | $11.90M 5.97% | 0.00 | 0.00 | 32.16K |
ALPHABET INCSOLE | CAP STK CL A | 35.78K | SH | $10.29M 5.16% | 0.00 | 0.00 | 35.78K |
AMAZON COM INCSOLE | COM | 44.32K | SH | $9.23M 4.63% | 0.00 | 0.00 | 44.32K |
META PLATFORMS INCSOLE | CL A | 13.85K | SH | $7.92M 3.97% | 0.00 | 0.00 | 13.85K |
CATERPILLAR INCSOLE | COM | 9.96K | SH | $7.06M 3.54% | 0.00 | 0.00 | 9.96K |
JPMORGAN CHASE & COSOLE | COM | 21.17K | SH | $6.23M 3.12% | 0.00 | 0.00 | 21.17K |
WALMART INCSOLE | COM | 49.16K | SH | $6.11M 3.06% | 0.00 | 0.00 | 49.16K |
MERCK & CO INCSOLE | COM | 45.35K | SH | $5.46M 2.74% | 0.00 | 0.00 | 45.35K |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.27K | SH | $4.53M 2.27% | 0.00 | 0.00 | 22.27K |
EXXON MOBIL CORPSOLE | COM | 25.38K | SH | $4.31M 2.16% | 0.00 | 0.00 | 25.38K |
AT&T INCSOLE | COM | 131.71K | SH | $3.82M 1.91% | 0.00 | 0.00 | 131.71K |
PROCTER & GAMBLE COSOLE | COM | 26.13K | SH | $3.77M 1.89% | 0.00 | 0.00 | 26.13K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 11.09K | SH | $3.75M 1.88% | 0.00 | 0.00 | 11.09K |
VERIZON COMMUNICATIONS INCSOLE | COM | 69.63K | SH | $3.50M 1.75% | 0.00 | 0.00 | 69.63K |
MCDONALDS CORPSOLE | COM | 10.69K | SH | $3.32M 1.67% | 0.00 | 0.00 | 10.69K |
CHEVRON CORPORATIONSOLE | COM | 15.42K | SH | $3.19M 1.60% | 0.00 | 0.00 | 15.42K |
SCHWAB CHARLES CORPSOLE | COM | 32.42K | SH | $3.05M 1.53% | 0.00 | 0.00 | 32.42K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 71.37K | SH | $2.74M 1.38% | 0.00 | 0.00 | 71.37K |
TESLA INCSOLE | COM | 6.99K | SH | $2.60M 1.30% | 0.00 | 0.00 | 6.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 17.67K | SH | $2.58M 1.30% | 0.00 | 0.00 | 17.67K |
PEPSICO INCSOLE | COM | 15.67K | SH | $2.43M 1.22% | 0.00 | 0.00 | 15.67K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.62K | SH | $2.14M 1.07% | 0.00 | 0.00 | 1.62K |