SUMMIT, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
12.3%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Full voting authority
2.18M
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 GOLD TRSOLE | ISHARES NEW | 98.25K | SH | $8.66M 4.16% | 98.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.12K | SH | $8.66M 4.16% | 34.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.03K | SH | $8.38M 4.02% | 48.03K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 8.42K | SH | $7.35M 3.53% | 8.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.41K | SH | $6.45M 3.10% | 17.41K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 39.52K | SH | $4.91M 2.36% | 39.52K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | BLMBG US BULL | 184.70K | SH | $4.86M 2.34% | 184.70K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 25.20K | SH | $4.86M 2.33% | 25.20K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 18.68K | SH | $4.63M 2.22% | 18.68K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 46.66K | SH | $4.49M 2.15% | 46.66K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 15.60K | SH | $4.43M 2.13% | 15.60K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 34.29K | SH | $4.26M 2.05% | 34.29K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.25K | SH | $3.97M 1.91% | 16.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 153.53K | SH | $3.94M 1.89% | 153.53K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 46.41K | SH | $3.88M 1.87% | 46.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.39K | SH | $3.83M 1.84% | 18.39K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 19.10K | SH | $3.78M 1.81% | 19.10K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.77K | SH | $3.75M 1.80% | 5.77K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 5.97K | SH | $3.52M 1.69% | 5.97K | 0.00 | 0.00 |
HARTFORD INSURANCE GROUP INCSOLE | COM | 25.74K | SH | $3.48M 1.67% | 25.74K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 71.06K | SH | $3.44M 1.65% | 71.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.82K | SH | $3.40M 1.63% | 11.82K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.72K | SH | $3.24M 1.56% | 10.72K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 3.32K | SH | $3.19M 1.53% | 3.32K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 30.56K | SH | $2.95M 1.41% | 30.56K | 0.00 | 0.00 |