WHEELING, WV
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
24.8%
Voting Authority Distribution
Total shares with voting rights: 2.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 63.83K | SH | $18.5K 4.90% | 0.00 | 0.00 | 63.83K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.94K | SH | $18.4K 4.88% | 0.00 | 0.00 | 24.94K |
NVIDIA CORPORATIONSOLE | COM | 57.64K | SH | $11.5K 3.06% | 0.00 | 0.00 | 57.64K |
AMAZON COM INCSOLE | COM | 41.01K | SH | $9.8K 2.60% | 0.00 | 0.00 | 41.01K |
MICROSOFT CORPSOLE | COM | 21.62K | SH | $8.1K 2.14% | 0.00 | 0.00 | 21.62K |
MICRON TECHNOLOGY INCSOLE | COM | 6.59K | SH | $7.6K 2.02% | 0.00 | 0.00 | 6.59K |
ALPHABET INCSOLE | CAP STK CL C | 15.44K | SH | $5.5K 1.45% | 0.00 | 0.00 | 15.44K |
EXXON MOBIL CORPSOLE | COM | 37.72K | SH | $5.2K 1.37% | 0.00 | 0.00 | 37.72K |
JOHNSON &JOHNSONSOLE | COM | 18.43K | SH | $4.7K 1.24% | 0.00 | 0.00 | 18.43K |
BROADCOM INCSOLE | COM | 11.74K | SH | $4.4K 1.18% | 0.00 | 0.00 | 11.74K |
CATERPILLAR INCSOLE | COM | 4.13K | SH | $4.4K 1.17% | 0.00 | 0.00 | 4.13K |
PNC FINL SVCS GROUP INCSOLE | COM | 17.66K | SH | $4.3K 1.15% | 0.00 | 0.00 | 17.66K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 31.01K | SH | $4.3K 1.13% | 0.00 | 0.00 | 31.01K |
ISHARES TRSOLE | S&P 500 VAL ETF | 18.70K | SH | $4.2K 1.13% | 0.00 | 0.00 | 18.70K |
ALPHABET INCSOLE | CAP STK CL A | 10.88K | SH | $3.9K 1.03% | 0.00 | 0.00 | 10.88K |
INVESCO EXCH TRADED FD TR IISOLE | KBW BK ETF | 39.41K | SH | $3.7K 0.97% | 0.00 | 0.00 | 39.41K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.95K | SH | $3.6K 0.95% | 0.00 | 0.00 | 6.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 14.72K | SH | $3.5K 0.92% | 0.00 | 0.00 | 14.72K |
JPMORGAN CHASE &COSOLE | COM | 10.52K | SH | $3.4K 0.91% | 0.00 | 0.00 | 10.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.84K | SH | $3.4K 0.91% | 0.00 | 0.00 | 6.84K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 57.99K | SH | $3.4K 0.91% | 0.00 | 0.00 | 57.99K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 19.20K | SH | $3.4K 0.90% | 0.00 | 0.00 | 19.20K |
LOCKHEED MARTIN CORPSOLE | COM | 6.58K | SH | $3.4K 0.89% | 0.00 | 0.00 | 6.58K |
MARVELL TECHNOLOGY INCSOLE | COM | 11.22K | SH | $3.3K 0.89% | 0.00 | 0.00 | 11.22K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.67K | SH | $3.3K 0.88% | 0.00 | 0.00 | 1.67K |