ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
35.7%
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 124.14K | SH | $21.65M 6.20% | 0.00 | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 40.50K | SH | $18.43M 5.27% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 81K | SH | $18.04M 5.16% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 96.68K | SH | $16.40M 4.69% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.48K | SH | $9.89M 2.83% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 169.13K | SH | $9.59M 2.74% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.89K | SH | $9.23M 2.64% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 76.69K | SH | $7.61M 2.18% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | CALL | 7.18M | SH | $7.18M 2.06% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 264.52K | SH | $6.61M 1.89% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.91K | SH | $6.01M 1.72% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.25K | SH | $5.92M 1.69% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.63K | SH | $5.57M 1.60% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 12.88K | SH | $4.79M 1.37% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.78K | SH | $4.73M 1.35% | 0.00 | 0.00 | 0.00 |
FEDERATED HERMES ETF TRUSTSOLE | MDT MARKET NEUTR | 218.72K | SH | $4.72M 1.35% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.63K | SH | $3.80M 1.09% | 0.00 | 0.00 | 0.00 |
ETFIS SER TR ISOLE | INFRAC ACT MLP | 54.08K | SH | $3.69M 1.06% | 0.00 | 0.00 | 0.00 |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 81.73K | SH | $3.65M 1.04% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 72.32K | SH | $3.64M 1.04% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.26K | SH | $3.45M 0.99% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 42.10K | SH | $3.08M 0.88% | 0.00 | 0.00 | 0.00 |
WALMART INCSOLE | COM | 24.25K | SH | $3.01M 0.86% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.11K | SH | $2.86M 0.82% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 18.68K | SH | $2.73M 0.78% | 0.00 | 0.00 | 0.00 |