DANVERS, MA
Allocation by class
Portfolio Concentration
Top 3 weight
11.0%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 1.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INCSOLE | COM | 10.34K | SH | $7.26M 3.98% | 0.00 | 0.00 | 10.34K |
HOME DEPOT INCSOLE | COM | 10.85K | SH | $7.15M 3.92% | 0.00 | 0.00 | 10.85K |
NVIDIA CORPORATIONSOLE | COM | 38.27K | SH | $5.74M 3.15% | 0.00 | 0.00 | 38.27K |
MICROSOFT CORPSOLE | COM | 13.80K | SH | $5.22M 2.86% | 0.00 | 0.00 | 13.80K |
UNITED RENTALS INCSOLE | COM | 5.53K | SH | $5.14M 2.82% | 0.00 | 0.00 | 5.53K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.55K | SH | $4.78M 2.62% | 0.00 | 0.00 | 4.55K |
ABBVIE INCSOLE | COM | 17.89K | SH | $4.50M 2.47% | 0.00 | 0.00 | 17.89K |
BANK AMERICA CORPSOLE | COM | 48.78K | SH | $4.36M 2.39% | 0.00 | 0.00 | 48.78K |
APPLE INCSOLE | COM | 27.60K | SH | $3.70M 2.03% | 0.00 | 0.00 | 27.60K |
AMAZON COM INCSOLE | COM | 24.93K | SH | $3.43M 1.88% | 0.00 | 0.00 | 24.93K |
BROADCOM INCSOLE | COM | 22.55K | SH | $3.11M 1.70% | 0.00 | 0.00 | 22.55K |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 2.39K | SH | $3.08M 1.69% | 0.00 | 0.00 | 2.39K |
SERVICENOW INCSOLE | COM | 10.59K | SH | $3.06M 1.68% | 0.00 | 0.00 | 10.59K |
PROSHARES TRSOLE | MSCI EAFE DIVD | 7.44K | SH | $2.87M 1.57% | 0.00 | 0.00 | 7.44K |
ISHARES TRSOLE | RUS MD CP GR ETF | 14.84K | SH | $2.82M 1.54% | 0.00 | 0.00 | 14.84K |
3M COSOLE | COM | 18.90K | SH | $2.71M 1.49% | 0.00 | 0.00 | 18.90K |
HONEYWELL INTL INCSOLE | COM | 4.58K | SH | $2.58M 1.41% | 0.00 | 0.00 | 4.58K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 4.29K | SH | $2.48M 1.36% | 0.00 | 0.00 | 4.29K |
META PLATFORMS INCSOLE | CL A | 8.22K | SH | $2.37M 1.30% | 0.00 | 0.00 | 8.22K |
ALPHABET INCSOLE | CAP STK CL C | 19.79K | SH | $2.29M 1.25% | 0.00 | 0.00 | 19.79K |
SELECT SECTOR SPDR TRSOLE | STATE STREET MAT | 4.35K | SH | $1.98M 1.09% | 0.00 | 0.00 | 4.35K |
WALMART INCSOLE | COM | 16.55K | SH | $1.94M 1.07% | 0.00 | 0.00 | 16.55K |
RTX CORPORATIONSOLE | COM | 17.29K | SH | $1.92M 1.05% | 0.00 | 0.00 | 17.29K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 4.83K | SH | $1.88M 1.03% | 0.00 | 0.00 | 4.83K |
BLACKSTONE INCSOLE | COM | 15.10K | SH | $1.85M 1.01% | 0.00 | 0.00 | 15.10K |