RAMSEY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 3.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 129.76K | SH | $22.63M 8.10% | 0.00 | 0.00 | 129.76K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 29.66K | SH | $14.07M 5.04% | 0.00 | 0.00 | 29.66K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 276.06K | SH | $12.38M 4.43% | 0.00 | 0.00 | 276.06K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 74.31K | SH | $8.21M 2.94% | 0.00 | 0.00 | 74.31K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 144.61K | SH | $8.20M 2.93% | 0.00 | 0.00 | 144.61K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 226.82K | SH | $8.07M 2.89% | 0.00 | 0.00 | 226.82K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 262.28K | SH | $8.05M 2.88% | 0.00 | 0.00 | 262.28K |
LISTED FDS TRSOLE | HORIZON KINETICS | 133.73K | SH | $6.96M 2.49% | 0.00 | 0.00 | 133.73K |
APPLE INCSOLE | COM | 27.18K | SH | $6.90M 2.47% | 0.00 | 0.00 | 27.18K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.89K | SH | $6.51M 2.33% | 0.00 | 0.00 | 14.89K |
JPMORGAN CHASE & COSOLE | COM | 21.48K | SH | $6.32M 2.26% | 0.00 | 0.00 | 21.48K |
MICROSOFT CORPSOLE | COM | 17.02K | SH | $6.30M 2.26% | 0.00 | 0.00 | 17.02K |
ALPHABET INCSOLE | CAP STK CL A | 18.56K | SH | $5.34M 1.91% | 0.00 | 0.00 | 18.56K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 54.51K | SH | $4.82M 1.73% | 0.00 | 0.00 | 54.51K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 42.13K | SH | $3.87M 1.38% | 0.00 | 0.00 | 42.13K |
ETF SER SOLUTIONSSOLE | APTUS COLLRD INV | 86.56K | SH | $3.63M 1.30% | 0.00 | 0.00 | 86.56K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 70.77K | SH | $3.61M 1.29% | 0.00 | 0.00 | 70.77K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.48K | SH | $2.92M 1.04% | 0.00 | 0.00 | 11.48K |
EXXON MOBIL CORPSOLE | COM | 16.19K | SH | $2.75M 0.98% | 0.00 | 0.00 | 16.19K |
ELI LILLY & COSOLE | COM | 2.93K | SH | $2.69M 0.96% | 0.00 | 0.00 | 2.93K |
T ROWE PRICE ETF INCSOLE | CAPITAL APPRECIA | 116.97K | SH | $2.61M 0.94% | 0.00 | 0.00 | 116.97K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.83K | SH | $2.51M 0.90% | 0.00 | 0.00 | 7.83K |
3M COSOLE | COM | 16.43K | SH | $2.39M 0.85% | 0.00 | 0.00 | 16.43K |
PACER FDS TRSOLE | US CASH COWS 100 | 37.34K | SH | $2.34M 0.84% | 0.00 | 0.00 | 37.34K |
GE VERNOVA INCSOLE | COM | 2.54K | SH | $2.22M 0.79% | 0.00 | 0.00 | 2.54K |