PROVO, UT
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 12.59M
Full voting authority
12.59M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 207.79K | SH | $60.13M 4.93% | 207.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 283.69K | SH | $56.76M 4.65% | 283.69K | 0.00 | 0.00 |
PGIM ETF TRSOLE | AAA CLO ETF | 1.10M | SH | $56.34M 4.62% | 1.10M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 73.50K | SH | $27.42M 2.25% | 73.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.86K | SH | $24.61M 2.02% | 68.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 96.02K | SH | $22.88M 1.88% | 96.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 30.10K | SH | $22.54M 1.85% | 30.10K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 52.26K | SH | $19.74M 1.62% | 52.26K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 178.36K | SH | $16.34M 1.34% | 178.36K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 13.58K | SH | $15.68M 1.28% | 13.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 40.97K | SH | $14.48M 1.19% | 40.97K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 200.63K | SH | $14.44M 1.18% | 200.63K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 82.76K | SH | $14.06M 1.15% | 82.76K | 0.00 | 0.00 |
LAMAR ADVERTISING COSOLE | CL A | 82.93K | SH | $12.94M 1.06% | 82.93K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 223.89K | SH | $12.90M 1.06% | 223.89K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.36K | SH | $12.79M 1.05% | 17.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 21.11K | SH | $12.26M 1.01% | 21.11K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 16.22K | SH | $12.11M 0.99% | 16.22K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 104.50K | SH | $11.93M 0.98% | 104.50K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 44.82K | SH | $11.47M 0.94% | 44.82K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 27.10K | SH | $11.40M 0.93% | 27.10K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 171.77K | SH | $11.39M 0.93% | 171.77K | 0.00 | 0.00 |
VODAFONE GROUP PLCSOLE | SPONSORED ADR | 733.60K | SH | $9.70M 0.80% | 733.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.99K | SH | $9.57M 0.78% | 16.99K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 13.21K | SH | $9.55M 0.78% | 13.21K | 0.00 | 0.00 |