ST. PETERSBURG, FL
Allocation by class
Portfolio Concentration
Top 3 weight
10.5%
Top 10 weight
21.3%
Voting Authority Distribution
Total shares with voting rights: 44.56M
Full voting authority
44.56M
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 |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCK | 402.79K | SH | $173.32M 3.77% | 402.79K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 723.67K | SH | $168.62M 3.67% | 723.67K | 0.00 | 0.00 |
VANGUARDSOLE | ETF / CLOSED EN | 268.67K | SH | $141.77M 3.08% | 268.67K | 0.00 | 0.00 |
NVIDIASOLE | COMMON STOCK | 731K | SH | $88.77M 1.93% | 731K | 0.00 | 0.00 |
VANGUARDSOLE | ETF / CLOSED EN | 1.56M | SH | $82.28M 1.79% | 1.56M | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COMMON STOCK | 370.34K | SH | $78.09M 1.70% | 370.34K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 401.90K | SH | $74.89M 1.63% | 401.90K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCK | 148.54K | SH | $60.19M 1.31% | 148.54K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 585.65K | SH | $59.31M 1.29% | 585.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | COMMON STOCK | 322.56K | SH | $53.93M 1.17% | 322.56K | 0.00 | 0.00 |
SPDRSOLE | ETF / CLOSED EN | 92.67K | SH | $53.17M 1.16% | 92.67K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 452.82K | SH | $52.96M 1.15% | 452.82K | 0.00 | 0.00 |
ORACLE CORPSOLE | COMMON STOCK | 292.53K | SH | $49.85M 1.08% | 292.53K | 0.00 | 0.00 |
WALMART INCSOLE | COMMON STOCK | 601.37K | SH | $48.56M 1.06% | 601.37K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 79.10K | SH | $45.63M 0.99% | 79.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COMMON STOCK | 79.30K | SH | $45.40M 0.99% | 79.30K | 0.00 | 0.00 |
COCA-COLA COSOLE | COMMON STOCK | 631.69K | SH | $45.39M 0.99% | 631.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COMMON STOCK | 256.13K | SH | $44.18M 0.96% | 256.13K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COMMON STOCK | 72.40K | SH | $42.33M 0.92% | 72.40K | 0.00 | 0.00 |
VISASOLE | COMMON STOCK | 152.94K | SH | $42.05M 0.91% | 152.94K | 0.00 | 0.00 |
MERCK & COSOLE | COMMON STOCK | 328.40K | SH | $37.29M 0.81% | 328.40K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 213.25K | SH | $36.94M 0.80% | 213.25K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 226.34K | SH | $36.68M 0.80% | 226.34K | 0.00 | 0.00 |
VANGUARDSOLE | ETF / CLOSED EN | 200.51K | SH | $36.49M 0.79% | 200.51K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 580.93K | SH | $36.20M 0.79% | 580.93K | 0.00 | 0.00 |