RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
19.8%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Full voting authority
2.12M
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 | 44.07K | SH | $21.40M 8.06% | 44.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 56.20K | SH | $16.80M 6.33% | 56.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 35.26K | SH | $14.29M 5.38% | 35.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 34.28K | SH | $13.80M 5.20% | 34.28K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 146.27K | SH | $12.90M 4.86% | 146.27K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 49.51K | SH | $11.28M 4.25% | 49.51K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 20.63K | SH | $10.72M 4.04% | 20.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 37.65K | SH | $10.17M 3.83% | 37.65K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 171.64K | SH | $8.67M 3.27% | 171.64K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 41.27K | SH | $7.68M 2.89% | 41.27K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 49.88K | SH | $7.45M 2.81% | 49.88K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 49.73K | SH | $7.07M 2.67% | 49.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 16.57K | SH | $6.90M 2.60% | 16.57K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 25.43K | SH | $6.73M 2.54% | 25.43K | 0.00 | 0.00 |
ESSENTIAL UTILS INCSOLE | COM | 152.90K | SH | $5.79M 2.18% | 152.90K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 18.25K | SH | $5.48M 2.06% | 18.25K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 31.43K | SH | $5.22M 1.97% | 31.43K | 0.00 | 0.00 |
MOOG INCSOLE | CL A | 16.25K | SH | $5.00M 1.88% | 16.25K | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 73.52K | SH | $4.61M 1.74% | 73.52K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 14.79K | SH | $4.53M 1.71% | 14.79K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 46.17K | SH | $4.48M 1.69% | 46.17K | 0.00 | 0.00 |
CF INDUSTRIES HOLDSOLE | COM | 33.51K | SH | $4.21M 1.58% | 33.51K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 44.71K | SH | $4.16M 1.57% | 44.71K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 75.77K | SH | $4.03M 1.52% | 75.77K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 152.47K | SH | $3.96M 1.49% | 152.47K | 0.00 | 0.00 |