CANTON, GA
Allocation by class
Portfolio Concentration
Top 3 weight
21.1%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 486.44K | SH | $24.19M 11.98% | 0.00 | 0.00 | 486.44K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQUIT | 310.63K | SH | $10.34M 5.12% | 0.00 | 0.00 | 310.63K |
CITIGROUP INCSOLE | COM NEW | 70.50K | SH | $8.00M 3.96% | 0.00 | 0.00 | 70.50K |
AMAZON COM INCSOLE | COM | 37.79K | SH | $7.87M 3.90% | 0.00 | 0.00 | 37.79K |
APPLE INCSOLE | COM | 28.43K | SH | $7.22M 3.58% | 0.00 | 0.00 | 28.43K |
EXXON MOBIL CORPSOLE | COM | 42.18K | SH | $7.16M 3.55% | 0.00 | 0.00 | 42.18K |
AT&T INCSOLE | COM | 244.07K | SH | $7.08M 3.51% | 0.00 | 0.00 | 244.07K |
META PLATFORMS INCSOLE | CL A | 11.78K | SH | $6.74M 3.34% | 0.00 | 0.00 | 11.78K |
MICROSOFT CORPSOLE | COM | 18.07K | SH | $6.69M 3.32% | 0.00 | 0.00 | 18.07K |
TRUIST FINL CORPSOLE | COM | 139.75K | SH | $6.42M 3.18% | 0.00 | 0.00 | 139.75K |
BANK AMERICA CORPSOLE | COM | 128.96K | SH | $6.29M 3.12% | 0.00 | 0.00 | 128.96K |
SOUTHERN COSOLE | COM | 64.21K | SH | $6.20M 3.07% | 0.00 | 0.00 | 64.21K |
COCA COLA COSOLE | COM | 81.35K | SH | $6.19M 3.07% | 0.00 | 0.00 | 81.35K |
VERIZON COMMUNICATIONS INCSOLE | COM | 115.65K | SH | $5.81M 2.88% | 0.00 | 0.00 | 115.65K |
JOHNSON & JOHNSONSOLE | COM | 23.15K | SH | $5.66M 2.80% | 0.00 | 0.00 | 23.15K |
ALPHABET INCSOLE | CAP STK CL C | 19.06K | SH | $5.47M 2.71% | 0.00 | 0.00 | 19.06K |
NVIDIA CORPORATIONSOLE | COM | 29.98K | SH | $5.23M 2.59% | 0.00 | 0.00 | 29.98K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 122.72K | SH | $4.95M 2.45% | 0.00 | 0.00 | 122.72K |
PROCTER & GAMBLE COSOLE | COM | 29.44K | SH | $4.25M 2.11% | 0.00 | 0.00 | 29.44K |
PFIZER INCSOLE | COM | 149.52K | SH | $4.20M 2.08% | 0.00 | 0.00 | 149.52K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.42K | SH | $4.17M 2.07% | 0.00 | 0.00 | 6.42K |
HOME DEPOT INCSOLE | COM | 11.27K | SH | $3.71M 1.84% | 0.00 | 0.00 | 11.27K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 27.46K | SH | $3.60M 1.78% | 0.00 | 0.00 | 27.46K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 86.69K | SH | $3.42M 1.69% | 0.00 | 0.00 | 86.69K |
UNITEDHEALTH GROUP INCSOLE | COM | 12.49K | SH | $3.38M 1.67% | 0.00 | 0.00 | 12.49K |