ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 | 97.20K | SH | $32.34M 7.15% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 115.87K | SH | $27.54M 6.09% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 183.97K | SH | $10.36M 2.29% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.88K | SH | $10.10M 2.23% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 117.86K | SH | $9.17M 2.03% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.36K | SH | $8.47M 1.87% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 85.01K | SH | $7.99M 1.77% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.27K | SH | $7.75M 1.71% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.57K | SH | $7.53M 1.66% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 308.15K | SH | $7.43M 1.64% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.10K | SH | $7.40M 1.64% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.46K | SH | $7.10M 1.57% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 122.19K | SH | $6.16M 1.36% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.14K | SH | $6.13M 1.36% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 15.14K | SH | $5.74M 1.27% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.60K | SH | $5.64M 1.25% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 14.14K | SH | $5.38M 1.19% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 75.50K | SH | $4.62M 1.02% | 0.00 | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 10.04K | SH | $3.81M 0.84% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.55K | SH | $3.52M 0.78% | 0.00 | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.52K | SH | $3.49M 0.77% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 18.29K | SH | $3.46M 0.76% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 68.25K | SH | $3.45M 0.76% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 17.03K | SH | $3.42M 0.76% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 37.18K | SH | $3.40M 0.75% | 0.00 | 0.00 | 0.00 |