MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
32.4%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 881.81K
Full voting authority
881.81K
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TRUST ISHARE 0-1 | 172.59K | SH | $19.05M 18.59% | 172.59K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 146.31K | SH | $8.26M 8.07% | 146.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 29.53K | SH | $5.91M 5.77% | 29.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.47K | SH | $5.82M 5.68% | 8.47K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA PR MONE ETF | 47.63K | SH | $4.78M 4.66% | 47.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.29K | SH | $4.04M 3.94% | 11.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.38K | SH | $3.87M 3.78% | 10.38K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 12.78K | SH | $3.87M 3.78% | 12.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.87K | SH | $3.28M 3.20% | 8.87K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 35.48K | SH | $3.11M 3.04% | 35.48K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 30.13K | SH | $3.03M 2.96% | 30.13K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST INVESTMENT | 154.06K | SH | $2.97M 2.90% | 154.06K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 46.75K | SH | $2.87M 2.81% | 46.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.37K | SH | $2.69M 2.62% | 5.37K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.72K | SH | $2.16M 2.11% | 5.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.90K | SH | $1.88M 1.84% | 7.90K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.35K | SH | $1.60M 1.56% | 4.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.41K | SH | $1.56M 1.53% | 5.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 7.95K | SH | $1.56M 1.52% | 7.95K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.06K | SH | $1.52M 1.48% | 2.06K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.14K | SH | $1.46M 1.43% | 4.14K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.48K | SH | $1.35M 1.32% | 11.48K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.06K | SH | $1.33M 1.30% | 4.06K | 0.00 | 0.00 |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 21.64K | SH | $1.22M 1.19% | 21.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 907.00 | SH | $1.09M 1.06% | 907.00 | 0.00 | 0.00 |