MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
18.3%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Full voting authority
2.42M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 106.61K | SH | $18.59M 7.88% | 106.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 55.38K | SH | $14.06M 5.96% | 55.38K | 0.00 | 0.00 |
CATALYST PHARMACEUTICALS INCSOLE | COM | 424.58K | SH | $10.51M 4.45% | 424.58K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 67K | SH | $9.80M 4.15% | 67K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 20.27K | SH | $6.52M 2.76% | 20.27K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 21.69K | SH | $6.38M 2.70% | 21.69K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 15.89K | SH | $5.23M 2.21% | 15.89K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 7.25K | SH | $5.14M 2.18% | 7.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.51K | SH | $4.69M 1.99% | 22.51K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 90.95K | SH | $4.43M 1.88% | 90.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.70K | SH | $4.33M 1.83% | 11.70K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.76K | SH | $4.32M 1.83% | 34.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.82K | SH | $4.25M 1.80% | 14.82K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 19.99K | SH | $4.14M 1.75% | 19.99K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 13.05K | SH | $4.06M 1.72% | 13.05K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 35K | SH | $3.96M 1.68% | 35K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 11.15K | SH | $3.37M 1.43% | 11.15K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 41.46K | SH | $3.15M 1.34% | 41.46K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.53K | SH | $3.08M 1.31% | 3.53K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.30K | SH | $3.01M 1.27% | 12.30K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 19.65K | SH | $2.84M 1.20% | 19.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 9.85K | SH | $2.83M 1.20% | 9.85K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.33K | SH | $2.81M 1.19% | 13.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 5.47K | SH | $2.74M 1.16% | 5.47K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 27.94K | SH | $2.69M 1.14% | 27.94K | 0.00 | 0.00 |