LIMA, OH
Allocation by class
Portfolio Concentration
Top 3 weight
10.2%
Top 10 weight
21.1%
Voting Authority Distribution
Total shares with voting rights: 3.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & COSOLE | COM | 41.13K | SH | $12.10M 4.73% | 0.00 | 0.00 | 41.13K |
APPLE INCSOLE | COM | 34.28K | SH | $8.70M 3.40% | 0.00 | 0.00 | 34.28K |
MICROSOFT CORPSOLE | COM | 14.50K | SH | $5.37M 2.10% | 0.00 | 0.00 | 14.50K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 24.04K | SH | $4.61M 1.80% | 0.00 | 0.00 | 24.04K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 167.97K | SH | $4.29M 1.68% | 0.00 | 0.00 | 167.97K |
NVIDIA CORPORATIONSOLE | COM | 23.42K | SH | $4.08M 1.60% | 0.00 | 0.00 | 23.42K |
CATERPILLAR INCSOLE | COM | 5.59K | SH | $3.96M 1.55% | 0.00 | 0.00 | 5.59K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 40.96K | SH | $3.78M 1.48% | 0.00 | 0.00 | 40.96K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 95.38K | SH | $3.76M 1.47% | 0.00 | 0.00 | 95.38K |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ GLBL DIVID | 100.40K | SH | $3.21M 1.25% | 0.00 | 0.00 | 100.40K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 95.23K | SH | $3.18M 1.24% | 0.00 | 0.00 | 95.23K |
CHEVRON CORPORATIONSOLE | COM | 14.24K | SH | $2.95M 1.15% | 0.00 | 0.00 | 14.24K |
CINCINNATI FINL CORPSOLE | COM | 17.71K | SH | $2.79M 1.09% | 0.00 | 0.00 | 17.71K |
WALMART INCSOLE | COM | 22.01K | SH | $2.73M 1.07% | 0.00 | 0.00 | 22.01K |
ANALOG DEVICES INCSOLE | COM | 8.20K | SH | $2.61M 1.02% | 0.00 | 0.00 | 8.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.34K | SH | $2.59M 1.01% | 0.00 | 0.00 | 4.34K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 64.50K | SH | $2.48M 0.97% | 0.00 | 0.00 | 64.50K |
FIRST TR EXCHANGE TRADED FDSOLE | DORSEY WRIGHT | 95.78K | SH | $2.42M 0.95% | 0.00 | 0.00 | 95.78K |
REPUBLIC SVCS INCSOLE | COM | 10.90K | SH | $2.39M 0.93% | 0.00 | 0.00 | 10.90K |
EXXON MOBIL CORPSOLE | COM | 13.13K | SH | $2.23M 0.87% | 0.00 | 0.00 | 13.13K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 24.25K | SH | $2.23M 0.87% | 0.00 | 0.00 | 24.25K |
LINDE PLCSOLE | SHS | 4.49K | SH | $2.22M 0.87% | 0.00 | 0.00 | 4.49K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 61.21K | SH | $2.20M 0.86% | 0.00 | 0.00 | 61.21K |
ABBVIE INCSOLE | COM | 9.62K | SH | $2.09M 0.82% | 0.00 | 0.00 | 9.62K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 5.81K | SH | $1.96M 0.77% | 0.00 | 0.00 | 5.81K |