DEWITT, NY
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 175.44K | SH | $30.60M 11.86% | 0.00 | 0.00 | 175.44K |
APPLE INCSOLE | COM | 106.87K | SH | $27.12M 10.51% | 0.00 | 0.00 | 106.87K |
MASTERCARD INCORPORATEDSOLE | CL A | 32.92K | SH | $16.45M 6.38% | 0.00 | 0.00 | 32.92K |
VISA INCSOLE | COM CL A | 51.51K | SH | $15.57M 6.04% | 0.00 | 0.00 | 51.51K |
SPDR GOLD TRSOLE | GOLD SHS | 34.80K | SH | $14.98M 5.81% | 0.00 | 0.00 | 34.80K |
ABBVIE INCSOLE | COM | 53.92K | SH | $11.73M 4.55% | 0.00 | 0.00 | 53.92K |
ALPHABET INCSOLE | CAP STK CL A | 35.35K | SH | $10.17M 3.94% | 0.00 | 0.00 | 35.35K |
ADVANCED MICRO DEVICES INCSOLE | COM | 46.88K | SH | $9.54M 3.70% | 0.00 | 0.00 | 46.88K |
MICROSOFT CORPSOLE | COM | 25.34K | SH | $9.38M 3.64% | 0.00 | 0.00 | 25.34K |
MARRIOTT INTL INC NEWSOLE | CL A | 18.73K | SH | $6.13M 2.38% | 0.00 | 0.00 | 18.73K |
MCDONALDS CORPSOLE | COM | 19.16K | SH | $5.95M 2.31% | 0.00 | 0.00 | 19.16K |
META PLATFORMS INCSOLE | CL A | 9.78K | SH | $5.59M 2.17% | 0.00 | 0.00 | 9.78K |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 166.35K | SH | $5.27M 2.04% | 0.00 | 0.00 | 166.35K |
GE VERNOVA INCSOLE | COM | 5.99K | SH | $5.23M 2.03% | 0.00 | 0.00 | 5.99K |
AMAZON COM INCSOLE | COM | 23.26K | SH | $4.84M 1.88% | 0.00 | 0.00 | 23.26K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 11.81K | SH | $4.61M 1.79% | 0.00 | 0.00 | 11.81K |
LOWES COS INCSOLE | COM | 18.76K | SH | $4.43M 1.72% | 0.00 | 0.00 | 18.76K |
WALMART INCSOLE | COM | 30.90K | SH | $3.84M 1.49% | 0.00 | 0.00 | 30.90K |
PALO ALTO NETWORKS INCSOLE | COM | 23.68K | SH | $3.80M 1.47% | 0.00 | 0.00 | 23.68K |
LOCKHEED MARTIN CORPSOLE | COM | 6.24K | SH | $3.77M 1.46% | 0.00 | 0.00 | 6.24K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 37.82K | SH | $3.56M 1.38% | 0.00 | 0.00 | 37.82K |
VISTRA CORPSOLE | COM | 22.80K | SH | $3.43M 1.33% | 0.00 | 0.00 | 22.80K |
JPMORGAN CHASE & COSOLE | COM | 11.44K | SH | $3.36M 1.30% | 0.00 | 0.00 | 11.44K |
JOHNSON & JOHNSONSOLE | COM | 13.43K | SH | $3.28M 1.27% | 0.00 | 0.00 | 13.43K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 35.79K | SH | $3.17M 1.23% | 0.00 | 0.00 | 35.79K |