MONROE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.61K | SH | $15.63M 15.48% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.95K | SH | $11.15M 11.05% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.47K | SH | $8.75M 8.67% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.57K | SH | $3.99M 3.96% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 44.74K | SH | $3.93M 3.89% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.14K | SH | $3.54M 3.51% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.79K | SH | $3.46M 3.43% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.66K | SH | $3.34M 3.31% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.34K | SH | $3.09M 3.06% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 14.06K | SH | $2.93M 2.90% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 10.03K | SH | $2.41M 2.39% | 0.00 | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 40.64K | SH | $2.11M 2.09% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.19K | SH | $2.08M 2.06% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.52K | SH | $1.88M 1.86% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60/40 BALAN | 25.56K | SH | $1.64M 1.63% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | MID CAP ETF | 5.03K | SH | $1.44M 1.43% | 0.00 | 0.00 | 0.00 |
BUSINESS FIRST BANCSHARES INSOLE | COM | 49.06K | SH | $1.33M 1.31% | 0.00 | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 4.08K | SH | $1.26M 1.25% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.19K | SH | $1.25M 1.24% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 40.15K | SH | $1.22M 1.21% | 0.00 | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 9.42K | SH | $1.06M 1.05% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.62K | SH | $1.04M 1.03% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 8.55K | SH | $944.1K 0.94% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.39K | SH | $887.4K 0.88% | 0.00 | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 7.48K | SH | $887.3K 0.88% | 0.00 | 0.00 | 0.00 |