PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
40.6%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.67K | SH | $18.86M 16.35% | 0.00 | 0.00 | 32.67K |
WISDOMTREE TRSOLE | US QUALITY GROW | 264.81K | SH | $14.15M 12.26% | 0.00 | 0.00 | 264.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.90K | SH | $13.85M 12.00% | 0.00 | 0.00 | 28.90K |
APPLE INCSOLE | COM | 37.24K | SH | $9.45M 8.19% | 0.00 | 0.00 | 37.24K |
WISDOMTREE TRSOLE | ARTIFICIAL INTEL | 252.50K | SH | $7.13M 6.18% | 0.00 | 0.00 | 252.50K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 44.98K | SH | $6.52M 5.65% | 0.00 | 0.00 | 44.98K |
NVIDIA CORPORATIONSOLE | COM | 23.93K | SH | $4.17M 3.62% | 0.00 | 0.00 | 23.93K |
ALPHABET INCSOLE | CAP STK CL A | 11.34K | SH | $3.26M 2.83% | 0.00 | 0.00 | 11.34K |
AMAZON COM INCSOLE | COM | 13.49K | SH | $2.81M 2.44% | 0.00 | 0.00 | 13.49K |
EXCHANGE LISTED FDS TRSOLE | SABA INT RATE | 101.71K | SH | $2.29M 1.99% | 0.00 | 0.00 | 101.71K |
MICROSOFT CORPSOLE | COM | 6.13K | SH | $2.27M 1.97% | 0.00 | 0.00 | 6.13K |
META PLATFORMS INCSOLE | CL A | 3.92K | SH | $2.24M 1.94% | 0.00 | 0.00 | 3.92K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.33K | SH | $2.18M 1.89% | 0.00 | 0.00 | 3.33K |
MATTHEWS ASIA FDSSOLE | EMERGING MARKETS | 44.98K | SH | $1.79M 1.55% | 0.00 | 0.00 | 44.98K |
ALPHABET INCSOLE | CAP STK CL C | 5.91K | SH | $1.69M 1.47% | 0.00 | 0.00 | 5.91K |
SCHWAB STRATEGIC TRSOLE | CRYPTO THEMATIC | 32.45K | SH | $1.69M 1.46% | 0.00 | 0.00 | 32.45K |
ROCKET LAB CORPSOLE | COM | 25.22K | SH | $1.62M 1.40% | 0.00 | 0.00 | 25.22K |
AMPLIFY ETF TRSOLE | BLOCKCHAIN TECHN | 31.60K | SH | $1.57M 1.36% | 0.00 | 0.00 | 31.60K |
PGIM ETF TRSOLE | JENNISON FOC VAL | 16.57K | SH | $1.39M 1.20% | 0.00 | 0.00 | 16.57K |
MCDONALDS CORPSOLE | COM | 3.73K | SH | $1.16M 1.00% | 0.00 | 0.00 | 3.73K |
COCA COLA COSOLE | COM | 12.58K | SH | $956.4K 0.83% | 0.00 | 0.00 | 12.58K |
TJX COS INC NEWSOLE | COM | 5.89K | SH | $940.1K 0.81% | 0.00 | 0.00 | 5.89K |
PARNASSUS INCOME FDSSOLE | VALUE SELECT ETF | 34.05K | SH | $937.9K 0.81% | 0.00 | 0.00 | 34.05K |
VISA INCSOLE | COM CL A | 3.06K | SH | $925.9K 0.80% | 0.00 | 0.00 | 3.06K |
TESLA INCSOLE | COM | 2.37K | SH | $881.9K 0.76% | 0.00 | 0.00 | 2.37K |