PINEHURST, NC
Allocation by class
Portfolio Concentration
Top 3 weight
24.6%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 909.96K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
909.96K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 84.87K | SH | $14.80M 12.26% | 0.00 | 0.00 | 84.87K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 59.85K | SH | $7.84M 6.49% | 0.00 | 0.00 | 59.85K |
TRUIST FINL CORPSOLE | COM | 154.40K | SH | $7.10M 5.88% | 0.00 | 0.00 | 154.40K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.27K | SH | $6.73M 5.58% | 0.00 | 0.00 | 11.27K |
APPLE INCSOLE | COM | 20.45K | SH | $5.19M 4.30% | 0.00 | 0.00 | 20.45K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 17.17K | SH | $3.57M 2.96% | 0.00 | 0.00 | 17.17K |
LOWES COS INCSOLE | COM | 13.83K | SH | $3.27M 2.71% | 0.00 | 0.00 | 13.83K |
ELI LILLY & COSOLE | COM | 3.14K | SH | $2.89M 2.40% | 0.00 | 0.00 | 3.14K |
MICROSOFT CORPSOLE | COM | 7.71K | SH | $2.85M 2.36% | 0.00 | 0.00 | 7.71K |
AMAZON COM INCSOLE | COM | 11.66K | SH | $2.43M 2.01% | 0.00 | 0.00 | 11.66K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.47K | SH | $2.25M 1.86% | 0.00 | 0.00 | 9.47K |
APPLOVIN CORPSOLE | COM CL A | 5.62K | SH | $2.24M 1.85% | 0.00 | 0.00 | 5.62K |
EXXON MOBIL CORPSOLE | COM | 12.40K | SH | $2.10M 1.74% | 0.00 | 0.00 | 12.40K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 6.94K | SH | $1.99M 1.65% | 0.00 | 0.00 | 6.94K |
KLA CORPSOLE | COM NEW | 1.20K | SH | $1.77M 1.47% | 0.00 | 0.00 | 1.20K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.50K | SH | $1.76M 1.46% | 0.00 | 0.00 | 4.50K |
ABBVIE INCSOLE | COM | 7.18K | SH | $1.56M 1.29% | 0.00 | 0.00 | 7.18K |
CATERPILLAR INCSOLE | COM | 1.97K | SH | $1.39M 1.15% | 0.00 | 0.00 | 1.97K |
CSX CORPSOLE | COM | 33.67K | SH | $1.38M 1.14% | 0.00 | 0.00 | 33.67K |
SPDR GOLD TRSOLE | GOLD SHS | 2.90K | SH | $1.25M 1.03% | 0.00 | 0.00 | 2.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.15K | SH | $1.24M 1.03% | 0.00 | 0.00 | 2.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.53K | SH | $1.21M 1.01% | 0.00 | 0.00 | 2.53K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 12.38K | SH | $1.16M 0.96% | 0.00 | 0.00 | 12.38K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 9.66K | SH | $1.08M 0.90% | 0.00 | 0.00 | 9.66K |
MERCK & CO INCSOLE | COM | 8.79K | SH | $1.06M 0.88% | 0.00 | 0.00 | 8.79K |