MILTON, GA
Allocation by class
Portfolio Concentration
Top 3 weight
38.4%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 12.05M
Full voting authority
9.26M
shares
Joint voting authority
0.00
shares
No voting authority
2.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 436.38K | SH | $209.11M 24.05% | 435.06K | 0.00 | 1.32K |
EXXON MOBIL CORPSOLE | COM | 440.24K | SH | $74.69M 8.59% | 435.33K | 0.00 | 4.91K |
OCCIDENTAL PETE CORPSOLE | *W EXP 08/03/202 | 1.17M | SH | $50.01M 5.75% | 1.17M | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 91.30K | SH | $29.76M 3.42% | 90.94K | 0.00 | 357.00 |
OCCIDENTAL PETE CORPSOLE | COM | 423.31K | SH | $27.51M 3.16% | 423.31K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 601.78K | SH | $26.56M 3.05% | 601.78K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 195.65K | SH | $25.20M 2.90% | 195.06K | 0.00 | 585.00 |
MERCK & CO INCSOLE | COM | 184.58K | SH | $22.20M 2.55% | 184.51K | 0.00 | 74.00 |
JOHNSON & JOHNSONSOLE | COM | 84.14K | SH | $20.57M 2.37% | 83.31K | 0.00 | 839.00 |
CHEVRON CORPORATIONSOLE | COM | 65.20K | SH | $13.49M 1.55% | 64.35K | 0.00 | 849.00 |
ALTRIA GROUP INCSOLE | COM | 194.58K | SH | $12.84M 1.48% | 191.52K | 0.00 | 3.06K |
PEPSICO INCSOLE | COM | 80.62K | SH | $12.52M 1.44% | 78.22K | 0.00 | 2.40K |
GENERAL MILLS INCSOLE | COM | 335.13K | SH | $12.47M 1.43% | 335.13K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 411.77K | SH | $11.56M 1.33% | 411.77K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 744.38K | SH | $10.61M 1.22% | 744.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 32.25K | SH | $10.35M 1.19% | 0.00 | 0.00 | 32.25K |
PAYPAL HLDGS INCSOLE | COM | 215.40K | SH | $9.74M 1.12% | 215.40K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 70.30K | SH | $9.28M 1.07% | 70.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 128.96K | SH | $9.05M 1.04% | 42.00 | 0.00 | 128.92K |
FEDEX CORPSOLE | COM | 24.96K | SH | $8.89M 1.02% | 24.95K | 0.00 | 12.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 147.74K | SH | $8.64M 0.99% | 147.74K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 131.13K | SH | $8.38M 0.96% | 0.00 | 0.00 | 131.13K |
DEVON ENERGY CORP NEWSOLE | COM | 158.53K | SH | $7.98M 0.92% | 158.53K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 81.62K | SH | $7.89M 0.91% | 0.00 | 0.00 | 81.62K |
NORDIC AMERICAN TANKERS LIMISOLE | COM | 1.32M | SH | $7.72M 0.89% | 1.32M | 0.00 | 0.00 |