TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
6.4%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 75.22M
Full voting authority
75.22M
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 | cs | 484.96K | SH | $140.33M 2.53% | 484.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 663.78K | SH | $132.82M 2.40% | 663.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 108.64K | SH | $80.00M 1.44% | 108.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 328.24K | SH | $78.23M 1.41% | 328.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 180.46K | SH | $67.32M 1.22% | 180.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 188.04K | SH | $66.44M 1.20% | 188.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 742.98K | SH | $64.00M 1.16% | 742.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 168.26K | SH | $60.13M 1.09% | 168.26K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 76.83K | SH | $57.38M 1.04% | 76.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 632.89K | SH | $55.62M 1.00% | 632.89K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | cs | 80.46K | SH | $46.74M 0.84% | 80.46K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 915.99K | SH | $46.16M 0.83% | 915.99K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 64.34K | SH | $44.19M 0.80% | 64.34K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 467.03K | SH | $44.17M 0.80% | 467.03K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 555.14K | SH | $41.92M 0.76% | 555.14K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 54.26K | SH | $40.64M 0.73% | 54.26K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | cs | 116.37K | SH | $39.68M 0.72% | 116.37K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 406.97K | SH | $38.91M 0.70% | 406.97K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 446.71K | SH | $38.60M 0.70% | 446.71K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 727.41K | SH | $38.12M 0.69% | 727.41K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 269.98K | SH | $37.13M 0.67% | 269.98K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 148.74K | SH | $33.77M 0.61% | 148.74K | 0.00 | 0.00 |
ISHARES TRSOLE | mc | 1.22M | SH | $33.42M 0.60% | 1.22M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 156.52K | SH | $33.30M 0.60% | 156.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | cs | 87.89K | SH | $33.20M 0.60% | 87.89K | 0.00 | 0.00 |