BRENTWOOD, TN
Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 19.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 515.43K | SH | $103.1K 4.95% | 0.00 | 0.00 | 515.43K |
APPLE INC COMSOLE | Stock | 308.91K | SH | $89.4K 4.29% | 0.00 | 0.00 | 308.91K |
MICRON TECHNOLOGY INC COMSOLE | Stock | 59.83K | SH | $69.1K 3.31% | 0.00 | 0.00 | 59.83K |
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 98.18K | SH | $46.9K 2.25% | 0.00 | 0.00 | 98.18K |
INVESCO NASDAQ 100 ETFSOLE | ETF | 146.08K | SH | $44.0K 2.11% | 0.00 | 0.00 | 146.08K |
AMAZON COM INC COMSOLE | Stock | 173.84K | SH | $41.4K 1.99% | 0.00 | 0.00 | 173.84K |
MICROSOFT CORP COMSOLE | Stock | 109.56K | SH | $40.9K 1.96% | 0.00 | 0.00 | 109.56K |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 251.47K | SH | $40.6K 1.95% | 0.00 | 0.00 | 251.47K |
BROADCOM INC COMSOLE | Stock | 106.08K | SH | $40.1K 1.92% | 0.00 | 0.00 | 106.08K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 46.70K | SH | $34.4K 1.65% | 0.00 | 0.00 | 46.70K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 633.57K | SH | $31.0K 1.49% | 0.00 | 0.00 | 633.57K |
ALPHABET INC CAP STK CL CSOLE | Stock | 82.32K | SH | $29.1K 1.40% | 0.00 | 0.00 | 82.32K |
ALPHABET INC CAP STK CL ASOLE | Stock | 80.65K | SH | $28.8K 1.38% | 0.00 | 0.00 | 80.65K |
INVESCO S&P 500 REVENUE ETFSOLE | ETF | 220.75K | SH | $28.2K 1.35% | 0.00 | 0.00 | 220.75K |
JPMORGAN CHASE & CO COMSOLE | Stock | 78.97K | SH | $25.8K 1.24% | 0.00 | 0.00 | 78.97K |
VANGUARD S&P 500 ETFSOLE | ETF | 122.84K | SH | $25.0K 1.20% | 0.00 | 0.00 | 122.84K |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | ETF | 297.35K | SH | $24.2K 1.16% | 0.00 | 0.00 | 297.35K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 128.21K | SH | $23.0K 1.10% | 0.00 | 0.00 | 128.21K |
CELESTICA INC COMSOLE | Stock | 60.58K | SH | $22.1K 1.06% | 0.00 | 0.00 | 60.58K |
WALMART INC COMSOLE | Stock | 191.91K | SH | $21.7K 1.04% | 0.00 | 0.00 | 191.91K |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 36.11K | SH | $21.0K 1.01% | 0.00 | 0.00 | 36.11K |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 209.61K | SH | $19.8K 0.95% | 0.00 | 0.00 | 209.61K |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE | ETF | 424.45K | SH | $19.4K 0.93% | 0.00 | 0.00 | 424.45K |
PACER US CASH COWS 100 ETFSOLE | ETF | 310.04K | SH | $19.3K 0.93% | 0.00 | 0.00 | 310.04K |
ISHARES NASDAQ TOP 30 STOCKS ETFSOLE | ETF | 462.26K | SH | $17.8K 0.86% | 0.00 | 0.00 | 462.26K |