ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
27.5%
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 | 97.38K | SH | $28.63M 6.25% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 120.28K | SH | $23.89M 5.21% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 94.93K | SH | $12.96M 2.83% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 175.12K | SH | $9.85M 2.15% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 114.81K | SH | $9.44M 2.06% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.95K | SH | $9.37M 2.04% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 37.74K | SH | $9.22M 2.01% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 80.28K | SH | $7.91M 1.73% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.94K | SH | $7.51M 1.64% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | COM | 10.32K | SH | $7.50M 1.64% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.37K | SH | $7.33M 1.60% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 289.75K | SH | $7.21M 1.57% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 120.60K | SH | $6.07M 1.33% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.95K | SH | $6.01M 1.31% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 14.02K | SH | $5.96M 1.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.39K | SH | $5.58M 1.22% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.07K | SH | $4.40M 0.96% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.69K | SH | $4.33M 0.94% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.16K | SH | $4.33M 0.94% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 52.47K | SH | $4.23M 0.92% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 67.06K | SH | $4.05M 0.88% | 0.00 | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.44K | SH | $3.51M 0.77% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 67.98K | SH | $3.43M 0.75% | 0.00 | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.04K | SH | $3.37M 0.74% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.49K | SH | $3.35M 0.73% | 0.00 | 0.00 | 0.00 |