ALEXANDRIA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
15.0%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 2.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 14.31K | SH | $16.52M 6.74% | 0.00 | 0.00 | 14.31K |
NVIDIA CORPORATIONSOLE | COM | 50.98K | SH | $10.20M 4.16% | 0.00 | 0.00 | 50.98K |
GE AEROSPACESOLE | COM NEW | 27.20K | SH | $10.16M 4.14% | 0.00 | 0.00 | 27.20K |
ALPHABET INCSOLE | CAP STK CL A | 23.69K | SH | $8.47M 3.45% | 0.00 | 0.00 | 23.69K |
VERTIV HOLDINGS COSOLE | COM CL A | 25.12K | SH | $8.41M 3.43% | 0.00 | 0.00 | 25.12K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 81.07K | SH | $7.43M 3.03% | 0.00 | 0.00 | 81.07K |
APPLE INCSOLE | COM | 24.47K | SH | $7.08M 2.89% | 0.00 | 0.00 | 24.47K |
AMAZON COM INCSOLE | COM | 29.52K | SH | $7.03M 2.87% | 0.00 | 0.00 | 29.52K |
MICROSOFT CORPSOLE | COM | 14.56K | SH | $5.43M 2.22% | 0.00 | 0.00 | 14.56K |
META PLATFORMS INCSOLE | CL A | 9.25K | SH | $5.21M 2.12% | 0.00 | 0.00 | 9.25K |
ELI LILLY & COSOLE | COM | 3.87K | SH | $4.64M 1.89% | 0.00 | 0.00 | 3.87K |
CITIGROUP INCSOLE | COM NEW | 31.50K | SH | $4.41M 1.80% | 0.00 | 0.00 | 31.50K |
VISTRA CORPSOLE | COM | 27.45K | SH | $4.35M 1.78% | 0.00 | 0.00 | 27.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.80K | SH | $3.98M 1.62% | 0.00 | 0.00 | 5.80K |
PARKER-HANNIFIN CORPSOLE | COM | 3.84K | SH | $3.76M 1.53% | 0.00 | 0.00 | 3.84K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 60.13K | SH | $3.70M 1.51% | 0.00 | 0.00 | 60.13K |
SPDR GOLD TRSOLE | GOLD SHS | 9.77K | SH | $3.60M 1.47% | 0.00 | 0.00 | 9.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.97K | SH | $3.49M 1.42% | 0.00 | 0.00 | 6.97K |
VISA INCSOLE | COM CL A | 10.11K | SH | $3.47M 1.41% | 0.00 | 0.00 | 10.11K |
FVCBANKCORP INCSOLE | COM | 197.62K | SH | $3.46M 1.41% | 0.00 | 0.00 | 197.62K |
AT&T INCSOLE | COM | 163.01K | SH | $3.37M 1.38% | 0.00 | 0.00 | 163.01K |
UBER TECHNOLOGIES INCSOLE | COM | 45.04K | SH | $3.25M 1.33% | 0.00 | 0.00 | 45.04K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 43.97K | SH | $3.23M 1.32% | 0.00 | 0.00 | 43.97K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.81K | SH | $3.08M 1.26% | 0.00 | 0.00 | 35.81K |
PFIZER INCSOLE | COM | 126.32K | SH | $3.04M 1.24% | 0.00 | 0.00 | 126.32K |