MADISON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
14.1%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 18.48M
Full voting authority
18.48M
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 |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 403.43K | SH | $102.39M 8.19% | 403.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 87.31K | SH | $41.84M 3.35% | 87.31K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 262.38K | SH | $31.56M 2.53% | 262.38K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 302.48K | SH | $29.62M 2.37% | 302.48K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 73.74K | SH | $27.30M 2.18% | 73.74K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 128.34K | SH | $22.38M 1.79% | 128.34K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 36.61K | SH | $21.13M 1.69% | 36.61K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 96.66K | SH | $20.13M 1.61% | 96.66K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 27.67K | SH | $17.99M 1.44% | 27.67K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 115.67K | SH | $17.13M 1.37% | 115.67K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 54.10K | SH | $15.56M 1.24% | 54.10K | 0.00 | 0.00 |
VANECK BDC INCOME ETFSOLE | ETF | 1.18M | SH | $15.05M 1.20% | 1.18M | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 58.54K | SH | $14.19M 1.14% | 58.54K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 81.44K | SH | $13.82M 1.11% | 81.44K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSOLE | CEF | 373.17K | SH | $13.23M 1.06% | 373.17K | 0.00 | 0.00 |
BLUE OWL CAPITAL CORPORATION COMSOLE | CEF | 1.18M | SH | $13.06M 1.04% | 1.18M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 45.43K | SH | $13.03M 1.04% | 45.43K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 43.45K | SH | $12.78M 1.02% | 43.45K | 0.00 | 0.00 |
S&P GLOBAL INC COMSOLE | Stock | 27.66K | SH | $11.77M 0.94% | 27.66K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 51.79K | SH | $11.14M 0.89% | 51.79K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 34.38K | SH | $10.64M 0.85% | 34.38K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 41.05K | SH | $10.03M 0.80% | 41.05K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 17.08K | SH | $9.77M 0.78% | 17.08K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 21.80K | SH | $9.38M 0.75% | 21.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 13.00 | SH | $9.34M 0.75% | 13.00 | 0.00 | 0.00 |