QUINCY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
22.0%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Full voting authority
1.31M
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 |
|---|---|---|---|---|---|---|---|
JPMORGAN EQUITY PREMIUM INCOSOLE | COM | 98.94K | SH | $5.4K 9.16% | 98.94K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP ESOLE | COM | 42.30K | SH | $4.0K 6.80% | 42.30K | 0.00 | 0.00 |
ISHARES NASDAQ BIO TECHSOLE | COM | 27.20K | SH | $3.6K 6.06% | 27.20K | 0.00 | 0.00 |
I SHARES 20 YEAR TREASURY BONDSOLE | COM | 28.08K | SH | $2.8K 4.75% | 28.08K | 0.00 | 0.00 |
I-SHARES MSCI BRAZIL (FREE) INSOLE | COM | 92.93K | SH | $2.6K 4.41% | 92.93K | 0.00 | 0.00 |
UNITEDHEALTH GROUPSOLE | COM | 4.77K | SH | $2.5K 4.29% | 4.77K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | COM | 13.99K | SH | $2.4K 4.03% | 13.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 25.73K | SH | $2.3K 3.85% | 25.73K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.73K | SH | $2.2K 3.73% | 15.73K | 0.00 | 0.00 |
CHART INDUSTRIES INCSOLE | COM | 17.82K | SH | $2.1K 3.49% | 17.82K | 0.00 | 0.00 |
EOG RESOURCESSOLE | COM | 14.92K | SH | $1.9K 3.28% | 14.92K | 0.00 | 0.00 |
AECOM TECHNOLOGY CORPSOLE | COM | 19.89K | SH | $1.7K 2.87% | 19.89K | 0.00 | 0.00 |
BAKER HUGHES COSOLE | COM | 57.08K | SH | $1.7K 2.86% | 57.08K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 11.87K | SH | $1.6K 2.76% | 11.87K | 0.00 | 0.00 |
SPLUNK INCSOLE | COM | 18.78K | SH | $1.6K 2.75% | 18.78K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INC.SOLE | COM | 5.35K | SH | $1.5K 2.62% | 5.35K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 2.68K | SH | $1.4K 2.33% | 2.68K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | COM | 29.52K | SH | $1.3K 2.25% | 29.52K | 0.00 | 0.00 |
ZIMVIE INCSOLE | COM | 124.73K | SH | $1.2K 1.98% | 124.73K | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 17.77K | SH | $1.2K 1.95% | 17.77K | 0.00 | 0.00 |
EXPEDIA INCSOLE | COM | 13.03K | SH | $1.1K 1.94% | 13.03K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 6.07K | SH | $1.1K 1.85% | 6.07K | 0.00 | 0.00 |
RINGCENTRAL INC-CLASS ASOLE | COM | 30.80K | SH | $1.1K 1.85% | 30.80K | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ASOLE | COM | 8.79K | SH | $1.1K 1.79% | 8.79K | 0.00 | 0.00 |
SALESFORCE.COMSOLE | COM | 7.97K | SH | $1.1K 1.79% | 7.97K | 0.00 | 0.00 |