ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
36.6%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 120.12K | SH | $25.02M 13.68% | 0.00 | 0.00 | 120.12K |
ALPHABET INCSOLE | CAP STK CL C | 79.50K | SH | $22.81M 12.47% | 0.00 | 0.00 | 79.50K |
NVIDIA CORPORATIONSOLE | COM | 109.25K | SH | $19.05M 10.42% | 0.00 | 0.00 | 109.25K |
APPLE INCSOLE | COM | 375.77K | SH | $18.66M 10.20% | 0.00 | 0.00 | 375.77K |
MICROSOFT CORPSOLE | COM | 27.32K | SH | $10.11M 5.53% | 0.00 | 0.00 | 27.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.23K | SH | $8.25M 4.51% | 0.00 | 0.00 | 17.23K |
VISA INCSOLE | COM CL A | 23.62K | SH | $7.14M 3.90% | 0.00 | 0.00 | 23.62K |
TESLA INCSOLE | COM | 18.87K | SH | $7.02M 3.84% | 0.00 | 0.00 | 18.87K |
WASTE MGMT INC DELSOLE | COM | 28.10K | SH | $6.46M 3.53% | 0.00 | 0.00 | 28.10K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.78K | SH | $5.88M 3.22% | 0.00 | 0.00 | 11.78K |
COSTCO WHSL CORP NEWSOLE | COM | 5.31K | SH | $5.29M 2.89% | 0.00 | 0.00 | 5.31K |
HOME DEPOT INCSOLE | COM | 14K | SH | $4.61M 2.52% | 0.00 | 0.00 | 14K |
BROADCOM INCSOLE | COM | 14.26K | SH | $4.41M 2.41% | 0.00 | 0.00 | 14.26K |
LOCKHEED MARTIN CORPSOLE | COM | 6.99K | SH | $4.23M 2.31% | 0.00 | 0.00 | 6.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 28.55K | SH | $4.18M 2.28% | 0.00 | 0.00 | 28.55K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.73K | SH | $3.91M 2.14% | 0.00 | 0.00 | 5.73K |
META PLATFORMS INCSOLE | CL A | 4.88K | SH | $2.79M 1.53% | 0.00 | 0.00 | 4.88K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TRM CORP BD | 32.81K | SH | $2.60M 1.42% | 0.00 | 0.00 | 32.81K |
NEXTERA ENERGY INCSOLE | COM | 21.32K | SH | $1.98M 1.08% | 0.00 | 0.00 | 21.32K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TERM TREAS | 33.35K | SH | $1.95M 1.07% | 0.00 | 0.00 | 33.35K |
JPMORGAN CHASE & COSOLE | COM | 5.55K | SH | $1.63M 0.89% | 0.00 | 0.00 | 5.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 13.84K | SH | $1.57M 0.86% | 0.00 | 0.00 | 13.84K |
NETFLIX INCSOLE | COM | 11.50K | SH | $1.11M 0.60% | 0.00 | 0.00 | 11.50K |
RTX CORPORATIONSOLE | COM | 5.68K | SH | $1.10M 0.60% | 0.00 | 0.00 | 5.68K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.61K | SH | $1.05M 0.57% | 0.00 | 0.00 | 1.61K |