JACKSON, MS
Allocation by class
Portfolio Concentration
Top 3 weight
24.9%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 128.94K | SH | $32.72M 14.12% | 0.00 | 0.00 | 128.94K |
JPMORGAN ACTIVE GROWTH ETFSOLE | ETF | 160.79K | SH | $13.59M 5.86% | 0.00 | 0.00 | 160.79K |
FIDELITY TOTAL BOND ETFSOLE | ETF | 251.54K | SH | $11.48M 4.95% | 0.00 | 0.00 | 251.54K |
NVIDIA CORPORATION COMSOLE | Stock | 54.47K | SH | $9.50M 4.10% | 0.00 | 0.00 | 54.47K |
AMAZON COM INC COMSOLE | Stock | 45.16K | SH | $9.40M 4.06% | 0.00 | 0.00 | 45.16K |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 92.04K | SH | $9.26M 3.99% | 0.00 | 0.00 | 92.04K |
CATERPILLAR INC COMSOLE | Stock | 12.77K | SH | $9.05M 3.90% | 0.00 | 0.00 | 12.77K |
JPMORGAN ACTIVE VALUE ETFSOLE | ETF | 112.11K | SH | $8.04M 3.47% | 0.00 | 0.00 | 112.11K |
MICROSOFT CORP COMSOLE | Stock | 20.50K | SH | $7.59M 3.27% | 0.00 | 0.00 | 20.50K |
SPDR GOLD SHARESSOLE | ETF | 16.30K | SH | $7.02M 3.03% | 0.00 | 0.00 | 16.30K |
ALPHABET INC CAP STK CL CSOLE | Stock | 23.41K | SH | $6.72M 2.90% | 0.00 | 0.00 | 23.41K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 11.12K | SH | $5.33M 2.30% | 0.00 | 0.00 | 11.12K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 44.86K | SH | $5.07M 2.19% | 0.00 | 0.00 | 44.86K |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFSOLE | ETF | 31.33K | SH | $5.07M 2.19% | 0.00 | 0.00 | 31.33K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 22.82K | SH | $4.82M 2.08% | 0.00 | 0.00 | 22.82K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 7.14K | SH | $4.64M 2.00% | 0.00 | 0.00 | 7.14K |
JPMORGAN CHASE & CO COMSOLE | Stock | 14.61K | SH | $4.30M 1.85% | 0.00 | 0.00 | 14.61K |
AT&T INC COMSOLE | Stock | 133.39K | SH | $3.87M 1.67% | 0.00 | 0.00 | 133.39K |
SHOPIFY INC CL A SUB VTG SHSSOLE | Stock | 31.22K | SH | $3.70M 1.60% | 0.00 | 0.00 | 31.22K |
AMGEN INC COMSOLE | Stock | 9.80K | SH | $3.45M 1.49% | 0.00 | 0.00 | 9.80K |
ALPHABET INC CAP STK CL ASOLE | Stock | 11.82K | SH | $3.40M 1.47% | 0.00 | 0.00 | 11.82K |
EXXON MOBIL CORP COMSOLE | Stock | 19.36K | SH | $3.29M 1.42% | 0.00 | 0.00 | 19.36K |
BLACKSTONE INC COMSOLE | Stock | 27.26K | SH | $3.13M 1.35% | 0.00 | 0.00 | 27.26K |
RENASANT CORP COMSOLE | Stock | 72.15K | SH | $2.61M 1.12% | 0.00 | 0.00 | 72.15K |
WALMART INC COMSOLE | Stock | 20.07K | SH | $2.49M 1.08% | 0.00 | 0.00 | 20.07K |