NORTH ANDOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 252.28K | SH | $12.77M 5.53% | 0.00 | 0.00 | 252.28K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 58.84K | SH | $7.82M 3.39% | 0.00 | 0.00 | 58.84K |
EXXON MOBIL CORPSOLE | COM | 44.60K | SH | $7.57M 3.28% | 0.00 | 0.00 | 44.60K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 38.51K | SH | $6.23M 2.70% | 0.00 | 0.00 | 38.51K |
JPMORGAN CHASE & COSOLE | COM | 20.45K | SH | $6.01M 2.61% | 0.00 | 0.00 | 20.45K |
CHEVRON CORPORATIONSOLE | COM | 28.48K | SH | $5.89M 2.55% | 0.00 | 0.00 | 28.48K |
CITIGROUP INCSOLE | COM NEW | 51.48K | SH | $5.84M 2.53% | 0.00 | 0.00 | 51.48K |
CONOCOPHILLIPSSOLE | COM | 43.30K | SH | $5.72M 2.48% | 0.00 | 0.00 | 43.30K |
APPLE INCSOLE | COM | 21.57K | SH | $5.47M 2.37% | 0.00 | 0.00 | 21.57K |
GE VERNOVA INCSOLE | COM | 6.08K | SH | $5.31M 2.30% | 0.00 | 0.00 | 6.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 104.37K | SH | $5.15M 2.23% | 0.00 | 0.00 | 104.37K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 63.05K | SH | $5.00M 2.17% | 0.00 | 0.00 | 63.05K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 76.68K | SH | $4.70M 2.04% | 0.00 | 0.00 | 76.68K |
SLB LIMITEDSOLE | COM STK | 89.94K | SH | $4.62M 2.00% | 0.00 | 0.00 | 89.94K |
CATERPILLAR INCSOLE | COM | 6.15K | SH | $4.35M 1.89% | 0.00 | 0.00 | 6.15K |
JOHNSON & JOHNSONSOLE | COM | 17.77K | SH | $4.34M 1.88% | 0.00 | 0.00 | 17.77K |
GE AEROSPACESOLE | COM NEW | 14.72K | SH | $4.18M 1.81% | 0.00 | 0.00 | 14.72K |
WALMART INCSOLE | COM | 30.73K | SH | $3.82M 1.66% | 0.00 | 0.00 | 30.73K |
BANK AMERICA CORPSOLE | COM | 75.61K | SH | $3.69M 1.60% | 0.00 | 0.00 | 75.61K |
MICROSOFT CORPSOLE | COM | 9.74K | SH | $3.61M 1.56% | 0.00 | 0.00 | 9.74K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 23.92K | SH | $3.51M 1.52% | 0.00 | 0.00 | 23.92K |
NVIDIA CORPORATIONSOLE | COM | 19.10K | SH | $3.33M 1.44% | 0.00 | 0.00 | 19.10K |
CORNING INCSOLE | COM | 23.46K | SH | $3.19M 1.38% | 0.00 | 0.00 | 23.46K |
FREEPORT MCMORAN INCSOLE | CL B | 53.17K | SH | $3.13M 1.35% | 0.00 | 0.00 | 53.17K |
PFIZER INCSOLE | COM | 110.02K | SH | $3.09M 1.34% | 0.00 | 0.00 | 110.02K |