VERO BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 8.46M
Full voting authority
8.46M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SVCS INCSOLE | CL B | 1.03M | SH | $100.97M 9.60% | 1.03M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 172.13K | SH | $43.68M 4.16% | 172.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 53.12K | SH | $31.74M 3.02% | 53.12K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 101.56K | SH | $31.43M 2.99% | 101.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 82.37K | SH | $30.49M 2.90% | 82.37K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 106.05K | SH | $30.41M 2.89% | 106.05K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 206.59K | SH | $30.22M 2.87% | 206.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 97.18K | SH | $27.95M 2.66% | 97.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 109.42K | SH | $26.75M 2.54% | 109.42K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 149.35K | SH | $26.05M 2.48% | 149.35K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 424.86K | SH | $22.36M 2.13% | 424.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 101.24K | SH | $21.09M 2.01% | 101.24K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 19.91K | SH | $18.31M 1.74% | 19.91K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 194.79K | SH | $18.09M 1.72% | 194.79K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 106.09K | SH | $18.00M 1.71% | 106.09K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 131.15K | SH | $17.43M 1.66% | 131.15K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 77.67K | SH | $16.07M 1.53% | 77.67K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 205.37K | SH | $15.12M 1.44% | 205.37K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 66.28K | SH | $14.25M 1.36% | 66.28K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 85.44K | SH | $13.65M 1.30% | 85.44K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 108.29K | SH | $13.46M 1.28% | 108.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.43K | SH | $12.66M 1.20% | 26.43K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 17.49K | SH | $11.93M 1.13% | 17.49K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 38.74K | SH | $11.71M 1.11% | 38.74K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 33.86K | SH | $11.62M 1.11% | 33.86K | 0.00 | 0.00 |