MADISON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 20.31M
Full voting authority
20.31M
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 | 420.15K | SH | $121.57M 8.20% | 420.14K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 92.04K | SH | $46.06M 3.11% | 92.04K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 305.65K | SH | $36.37M 2.45% | 305.65K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 92.33K | SH | $34.44M 2.32% | 92.33K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 262.45K | SH | $33.73M 2.28% | 262.45K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 143.62K | SH | $28.74M 1.94% | 143.62K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 36.29K | SH | $26.73M 1.80% | 36.29K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 105.89K | SH | $25.24M 1.70% | 105.89K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 26.53K | SH | $19.81M 1.34% | 26.53K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 53.63K | SH | $19.16M 1.29% | 53.63K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 114.14K | SH | $18.04M 1.22% | 114.13K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 62.12K | SH | $17.47M 1.18% | 62.11K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 45.12K | SH | $15.94M 1.08% | 45.12K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 23.16K | SH | $15.91M 1.07% | 23.16K | 0.00 | 0.00 |
VANECK BDC INCOME ETFSOLE | ETF | 1.25M | SH | $15.77M 1.06% | 1.25M | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 42.90K | SH | $14.04M 0.95% | 42.90K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 98.05K | SH | $13.41M 0.90% | 98.05K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 35.04K | SH | $13.24M 0.89% | 35.04K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 51.90K | SH | $12.28M 0.83% | 51.90K | 0.00 | 0.00 |
BLUE OWL CAPITAL CORPORATION COMSOLE | CEF | 1.13M | SH | $12.26M 0.83% | 1.13M | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSOLE | CEF | 376.28K | SH | $11.35M 0.77% | 376.28K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | Stock | 9.82K | SH | $11.34M 0.77% | 9.82K | 0.00 | 0.00 |
S&P GLOBAL INC COMSOLE | Stock | 27.06K | SH | $11.02M 0.74% | 27.06K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 43.13K | SH | $10.95M 0.74% | 43.12K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 18.93K | SH | $10.66M 0.72% | 18.93K | 0.00 | 0.00 |