BETHANY, OK
Allocation by class
Portfolio Concentration
Top 3 weight
27.1%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 186.08K | SH | $37.23M 20.31% | 0.00 | 0.00 | 186.08K |
APPLE INCSOLE | COM | 23.45K | SH | $6.78M 3.70% | 0.00 | 0.00 | 23.45K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 8.75K | SH | $5.74M 3.13% | 0.00 | 0.00 | 8.75K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.09K | SH | $5.29M 2.89% | 0.00 | 0.00 | 7.09K |
MICRON TECHNOLOGY INCSOLE | COM | 4.57K | SH | $5.28M 2.88% | 0.00 | 0.00 | 4.57K |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.49K | SH | $4.93M 2.69% | 0.00 | 0.00 | 8.49K |
TESLA INCSOLE | COM | 11.72K | SH | $4.93M 2.69% | 0.00 | 0.00 | 11.72K |
EXXON MOBIL CORPSOLE | COM | 35.13K | SH | $4.80M 2.62% | 0.00 | 0.00 | 35.13K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.95K | SH | $4.38M 2.39% | 0.00 | 0.00 | 5.95K |
CATERPILLAR INCSOLE | COM | 3.81K | SH | $4.06M 2.21% | 0.00 | 0.00 | 3.81K |
ALPHABET INCSOLE | CAP STK CL C | 10.71K | SH | $3.78M 2.06% | 0.00 | 0.00 | 10.71K |
SUNCRETE INCSOLE | COM SHS CL A | 167.36K | SH | $3.77M 2.06% | 0.00 | 0.00 | 167.36K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 7.13K | SH | $3.72M 2.03% | 0.00 | 0.00 | 7.13K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.13K | SH | $3.52M 1.92% | 0.00 | 0.00 | 5.13K |
AMAZON COM INCSOLE | COM | 14.40K | SH | $3.43M 1.87% | 0.00 | 0.00 | 14.40K |
BLACKROCK ETF TRUST IISOLE | ISHA FLEX IN ETF | 63.61K | SH | $3.33M 1.82% | 0.00 | 0.00 | 63.61K |
MICROSOFT CORPSOLE | COM | 7.79K | SH | $2.91M 1.59% | 0.00 | 0.00 | 7.79K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.10K | SH | $2.81M 1.53% | 0.00 | 0.00 | 24.10K |
META PLATFORMS INCSOLE | CL A | 4.44K | SH | $2.50M 1.36% | 0.00 | 0.00 | 4.44K |
WALMART INCSOLE | COM | 22.05K | SH | $2.50M 1.36% | 0.00 | 0.00 | 22.05K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.45K | SH | $2.48M 1.35% | 0.00 | 0.00 | 2.45K |
JPMORGAN CHASE & COSOLE | COM | 7.20K | SH | $2.36M 1.29% | 0.00 | 0.00 | 7.20K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 101.96K | SH | $1.95M 1.06% | 0.00 | 0.00 | 101.96K |
TIDAL TRUST IISOLE | YIELD TSLA ETF | 65.01K | SH | $1.86M 1.01% | 0.00 | 0.00 | 65.01K |
OKLO INCSOLE | COM CL A | 31.22K | SH | $1.63M 0.89% | 0.00 | 0.00 | 31.22K |