NAPLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
27.0%
Top 10 weight
68.2%
Voting Authority Distribution
Total shares with voting rights: 641.06K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
641.06K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 36.74K | SH | $14.09M 9.18% | 0.00 | 0.00 | 36.74K |
APPLE INCSOLE | COM | 55.10K | SH | $13.98M 9.11% | 0.00 | 0.00 | 55.10K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 39.48K | SH | $13.34M 8.70% | 0.00 | 0.00 | 39.48K |
GE VERNOVA INCSOLE | COM | 13.39K | SH | $11.69M 7.62% | 0.00 | 0.00 | 13.39K |
NVIDIA CORPORATIONSOLE | COM | 66.02K | SH | $11.51M 7.50% | 0.00 | 0.00 | 66.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.90K | SH | $10.33M 6.73% | 0.00 | 0.00 | 17.90K |
JPMORGAN CHASE & COSOLE | COM | 30.63K | SH | $9.01M 5.87% | 0.00 | 0.00 | 30.63K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 137.15K | SH | $7.61M 4.96% | 0.00 | 0.00 | 137.15K |
ALPHABET INCSOLE | CAP STK CL A | 24.09K | SH | $6.93M 4.51% | 0.00 | 0.00 | 24.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.90K | SH | $6.18M 4.03% | 0.00 | 0.00 | 12.90K |
BROADCOM INCSOLE | COM | 18.94K | SH | $5.86M 3.82% | 0.00 | 0.00 | 18.94K |
AMAZON COM INCSOLE | COM | 28.11K | SH | $5.86M 3.82% | 0.00 | 0.00 | 28.11K |
ABBVIE INCSOLE | COM | 23.19K | SH | $5.04M 3.29% | 0.00 | 0.00 | 23.19K |
MICROSOFT CORPSOLE | COM | 13.61K | SH | $5.04M 3.28% | 0.00 | 0.00 | 13.61K |
GE AEROSPACESOLE | COM NEW | 16.56K | SH | $4.70M 3.06% | 0.00 | 0.00 | 16.56K |
META PLATFORMS INCSOLE | CL A | 7.97K | SH | $4.56M 2.97% | 0.00 | 0.00 | 7.97K |
TESLA INCSOLE | COM | 11.88K | SH | $4.42M 2.88% | 0.00 | 0.00 | 11.88K |
NETFLIX INC.SOLE | COM | 42.73K | SH | $4.11M 2.68% | 0.00 | 0.00 | 42.73K |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 27.48K | SH | $3.66M 2.38% | 0.00 | 0.00 | 27.48K |
MICRON TECHNOLOGY INCSOLE | COM | 10.04K | SH | $3.39M 2.21% | 0.00 | 0.00 | 10.04K |
CONSTELLATION ENERGY CORPSOLE | COM | 6.75K | SH | $1.88M 1.23% | 0.00 | 0.00 | 6.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 400.00 | SH | $239.0K 0.16% | 0.00 | 0.00 | 400.00 |