MOUNT ARLINGTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL ASOLE | Stock | 18.09K | SH | $6.46M 5.11% | 0.00 | 0.00 | 18.09K |
MICROSOFT CORP COMSOLE | Stock | 14K | SH | $5.22M 4.13% | 0.00 | 0.00 | 14K |
FIDELITY BLUE CHIP GROWTH ETFSOLE | ETF | 82K | SH | $5.09M 4.03% | 0.00 | 0.00 | 82K |
FIDELITY NASDAQ COMPOSITE INDEX ETFSOLE | ETF | 41.55K | SH | $4.29M 3.39% | 0.00 | 0.00 | 41.55K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 5.63K | SH | $4.22M 3.33% | 0.00 | 0.00 | 5.63K |
VISA INC COM CL ASOLE | Stock | 11.11K | SH | $3.81M 3.01% | 0.00 | 0.00 | 11.11K |
APPLE INC COMSOLE | Stock | 13.14K | SH | $3.80M 3.01% | 0.00 | 0.00 | 13.14K |
AMAZON COM INC COMSOLE | Stock | 15.94K | SH | $3.80M 3.00% | 0.00 | 0.00 | 15.94K |
CATERPILLAR INC COMSOLE | Stock | 3.17K | SH | $3.37M 2.67% | 0.00 | 0.00 | 3.17K |
FIDELITY MSCI CONSUMER STAPLES INDEX ETFSOLE | ETF | 56.81K | SH | $2.98M 2.36% | 0.00 | 0.00 | 56.81K |
JPMORGAN CHASE & CO COMSOLE | Stock | 8.38K | SH | $2.74M 2.17% | 0.00 | 0.00 | 8.38K |
WALMART INC COMSOLE | Stock | 21.72K | SH | $2.46M 1.94% | 0.00 | 0.00 | 21.72K |
WELLS FARGO & CO COMSOLE | Stock | 28.93K | SH | $2.39M 1.89% | 0.00 | 0.00 | 28.93K |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 8.09K | SH | $2.27M 1.80% | 0.00 | 0.00 | 8.09K |
FIDELITY MSCI HEALTH CARE INDEX ETFSOLE | ETF | 24.54K | SH | $1.90M 1.50% | 0.00 | 0.00 | 24.54K |
CHUBB LIMITED COMSOLE | Stock | 5.56K | SH | $1.90M 1.50% | 0.00 | 0.00 | 5.56K |
MCKESSON CORP COMSOLE | Stock | 2.34K | SH | $1.77M 1.40% | 0.00 | 0.00 | 2.34K |
NVIDIA CORPORATION COMSOLE | Stock | 8.46K | SH | $1.69M 1.34% | 0.00 | 0.00 | 8.46K |
LOCKHEED MARTIN CORP COMSOLE | Stock | 3.20K | SH | $1.63M 1.29% | 0.00 | 0.00 | 3.20K |
RTX CORPORATION COMSOLE | Stock | 8.24K | SH | $1.56M 1.24% | 0.00 | 0.00 | 8.24K |
FIDELITY MSCI INDUSTRIAL INDEX ETFSOLE | ETF | 14.61K | SH | $1.45M 1.15% | 0.00 | 0.00 | 14.60K |
LOWES COS INC COMSOLE | Stock | 6.36K | SH | $1.40M 1.11% | 0.00 | 0.00 | 6.36K |
NATERA INC COMSOLE | Stock | 5.02K | SH | $1.36M 1.08% | 0.00 | 0.00 | 5.02K |
DUKE ENERGY CORP NEW COM NEWSOLE | Stock | 10.68K | SH | $1.35M 1.07% | 0.00 | 0.00 | 10.68K |
FIDELITY SMALL-MID MULTIFACTOR ETFSOLE | ETF | 23.78K | SH | $1.26M 0.99% | 0.00 | 0.00 | 23.77K |