ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
13.4%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Full voting authority
5.00
shares
Joint voting authority
0.00
shares
No voting authority
2.76M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.17K | SH | $12.70M 4.59% | 0.00 | 0.00 | 44.17K |
NVIDIA CORPORATIONSOLE | COM | 70.43K | SH | $12.28M 4.44% | 0.00 | 0.00 | 70.43K |
MICROSOFT CORPSOLE | COM | 32.88K | SH | $12.17M 4.39% | 0.00 | 0.00 | 32.88K |
APPLE INCSOLE | COM | 43.98K | SH | $11.16M 4.03% | 0.00 | 0.00 | 43.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.13K | SH | $7.25M 2.62% | 0.00 | 0.00 | 15.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.95K | SH | $5.82M 2.10% | 0.00 | 0.00 | 8.95K |
JOHNSON & JOHNSONSOLE | COM | 19.70K | SH | $4.82M 1.74% | 0.00 | 0.00 | 19.70K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.34K | SH | $4.80M 1.73% | 0.00 | 0.00 | 22.34K |
JPMORGAN CHASE & COSOLE | COM | 16.16K | SH | $4.75M 1.72% | 0.00 | 0.00 | 16.16K |
VISA INCSOLE | COM CL A | 15K | SH | $4.53M 1.64% | 0.00 | 0.00 | 15K |
ELI LILLY & COSOLE | COM | 4.75K | SH | $4.36M 1.58% | 0.00 | 0.00 | 4.75K |
BROADCOM INCSOLE | COM | 12.64K | SH | $3.91M 1.41% | 0.00 | 0.00 | 12.64K |
EXXON MOBIL CORPSOLE | COM | 22.93K | SH | $3.89M 1.40% | 0.00 | 0.00 | 22.93K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 8.04K | SH | $3.82M 1.38% | 0.00 | 0.00 | 8.04K |
AMAZON COM INCSOLE | COM | 17.23K | SH | $3.59M 1.30% | 0.00 | 0.00 | 17.23K |
WALMART INCSOLE | COM | 28.02K | SH | $3.48M 1.26% | 0.00 | 0.00 | 28.02K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 16.03K | SH | $3.42M 1.24% | 0.00 | 0.00 | 16.03K |
MCKESSON CORPSOLE | COM | 3.88K | SH | $3.36M 1.21% | 0.00 | 0.00 | 3.88K |
EATON CORP PLCSOLE | SHS | 9.15K | SH | $3.27M 1.18% | 0.00 | 0.00 | 9.15K |
META PLATFORMS INCSOLE | CL A | 5.59K | SH | $3.20M 1.15% | 0.00 | 0.00 | 5.59K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.27K | SH | $3.13M 1.13% | 0.00 | 0.00 | 6.27K |
CONOCOPHILLIPSSOLE | COM | 21.46K | SH | $2.83M 1.02% | 0.00 | 0.00 | 21.46K |
STRYKER CORPORATIONSOLE | COM | 8.37K | SH | $2.75M 0.99% | 0.00 | 0.00 | 8.37K |
CHEVRON CORPORATIONSOLE | COM | 12.85K | SH | $2.66M 0.96% | 0.00 | 0.00 | 12.85K |
INVESCO CURRENCYSHARES EUROSOLE | EURO SHS | 23.86K | SH | $2.55M 0.92% | 0.00 | 0.00 | 23.86K |