ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
13.5%
Top 10 weight
25.0%
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 | 477.56K | SH | $90.45M 5.40% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 333.19K | SH | $89.84M 5.37% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 186.97K | SH | $45.18M 2.70% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 61.19K | SH | $44.37M 2.65% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 86.13K | SH | $33.08M 1.98% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 68.42K | SH | $25.32M 1.51% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 33.87K | SH | $25.26M 1.51% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 54.01K | SH | $22.97M 1.37% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 60.46K | SH | $21.84M 1.30% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 157.68K | SH | $19.80M 1.18% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.51K | SH | $19.54M 1.17% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 16.33K | SH | $19.49M 1.16% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.92K | SH | $19.30M 1.15% | 0.00 | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 31.50K | SH | $17.04M 1.02% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.73K | SH | $15.41M 0.92% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 249.67K | SH | $15.39M 0.92% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.94K | SH | $14.19M 0.85% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 136.38K | SH | $13.69M 0.82% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.86K | SH | $13.37M 0.80% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.67M | SH | $12.71M 0.76% | 0.00 | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 104.37K | SH | $11.43M 0.68% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 29.91K | SH | $10.50M 0.63% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 128.83K | SH | $10.38M 0.62% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.05K | SH | $9.52M 0.57% | 0.00 | 0.00 | 0.00 |
GLOBAL X FDSSOLE | NASDAQ 100 COVER | 513.77K | SH | $9.41M 0.56% | 0.00 | 0.00 | 0.00 |