BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Full voting authority
4.61M
shares
Joint voting authority
0.00
shares
No voting authority
62.64K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 157.04K | SH | $27.39M 9.71% | 156.32K | 0.00 | 727.00 |
APPLE INCSOLE | COM | 80.56K | SH | $20.44M 7.24% | 79.87K | 0.00 | 689.00 |
AMAZON COM INCSOLE | COM | 63.60K | SH | $13.25M 4.69% | 62.60K | 0.00 | 1K |
ARROWHEAD PHARMACEUTICALS INSOLE | COM | 143.30K | SH | $8.98M 3.18% | 143.30K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.61K | SH | $8.86M 3.14% | 27.61K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 29.70K | SH | $8.74M 3.10% | 28.75K | 0.00 | 947.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.15K | SH | $8.38M 2.97% | 29.04K | 0.00 | 109.00 |
MICRON TECHNOLOGY INCSOLE | COM | 20.82K | SH | $7.03M 2.49% | 20.64K | 0.00 | 175.00 |
META PLATFORMS INCSOLE | CL A | 11.17K | SH | $6.39M 2.26% | 11.08K | 0.00 | 89.00 |
MICROSOFT CORPSOLE | COM | 16.92K | SH | $6.26M 2.22% | 16.82K | 0.00 | 107.00 |
BROADCOM INCSOLE | COM | 14.46K | SH | $4.47M 1.59% | 14.41K | 0.00 | 50.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 44.70K | SH | $3.83M 1.36% | 44.40K | 0.00 | 300.00 |
BLACKSTONE INCSOLE | COM | 29.92K | SH | $3.44M 1.22% | 29.49K | 0.00 | 430.00 |
REAVES UTIL INCOME FDSOLE | COM SH BEN INT | 82.87K | SH | $3.25M 1.15% | 80.17K | 0.00 | 2.70K |
CHEVRON CORPORATIONSOLE | COM | 14.99K | SH | $3.10M 1.10% | 14.67K | 0.00 | 321.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.71K | SH | $3.08M 1.09% | 12.29K | 0.00 | 425.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.37K | SH | $2.86M 1.01% | 4.37K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.31K | SH | $2.54M 0.90% | 5.16K | 0.00 | 150.00 |
TESLA INCSOLE | COM | 6.67K | SH | $2.48M 0.88% | 6.67K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 142.46K | SH | $2.46M 0.87% | 138.16K | 0.00 | 4.30K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 35.68K | SH | $2.44M 0.86% | 35.68K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.40K | SH | $2.41M 0.85% | 3.40K | 0.00 | 0.00 |
BOEING COSOLE | COM | 11.98K | SH | $2.38M 0.84% | 11.68K | 0.00 | 292.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.45K | SH | $2.38M 0.84% | 5.45K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.99K | SH | $2.38M 0.84% | 3.99K | 0.00 | 0.00 |