- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SATS | ECHOSTAR CORP | 5.29% | 137,244 | $16,067,155 | No Change | $117.07 | 13F | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.08% | 5,041 | $3,278,364 | No Change | $650.34 | 13F | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.71% | 3 | $2,154,420 | No Change | $718140 | 13F | |
| GOOGL | ALPHABET INC | 0.51% | 5,397 | $1,551,961 | No Change | $287.56 | 13F | |
| OEF | ISHARES TR | 0.29% | 2,746 | $873,420 | No Change | $318.07 | 13F | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 0.24% | 4,438 | $721,114 | No Change | $162.49 | 13F | |
| DHR | DANAHER CORP DEL | 0.22% | 3,578 | $678,491 | No Change | $189.63 | 13F | |
| IWM | ISHARES TR | 0.2% | 2,458 | $609,734 | No Change | $248.06 | 13F | |
| AMGN | AMGEN INC | 0.19% | 1,628 | $572,812 | No Change | $351.85 | 13F | |
| LMT | LOCKHEED MARTIN CORP | 0.19% | 932 | $563,291 | No Change | $604.39 | 13F | |
| SPLV | INVESCO EXCH TRADED FD TR II | 0.17% | 7,191 | $525,970 | No Change | $73.14 | 13F | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.15% | 7,550 | $445,677 | No Change | $59.03 | 13F | |
| PG | PROCTER & GAMBLE CO | 0.15% | 3,107 | $448,875 | No Change | $144.47 | 13F | |
| AXP | AMERICAN EXPRESS CO | 0.14% | 1,442 | $436,176 | No Change | $302.48 | 13F | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.14% | 1,793 | $434,631 | No Change | $242.4 | 13F | |
| EWL | ISHARES INC | 0.14% | 7,101 | $417,629 | No Change | $58.81 | 13F | |
| IXJ | ISHARES TR | 0.13% | 4,193 | $392,244 | No Change | $93.55 | 13F | |
| MMM | 3M CO | 0.12% | 2,584 | $375,352 | No Change | $145.26 | 13F | |
| RSG | REPUBLIC SVCS INC | 0.11% | 1,563 | $342,328 | No Change | $219.02 | 13F | |
| VOO | VANGUARD INDEX FDS | 0.1% | 500 | $298,775 | No Change | $597.55 | 13F | |
| INTU | INTUIT | 0.09% | 600 | $259,428 | No Change | $432.38 | 13F | |
| ADBE | ADOBE INC | 0.08% | 1,053 | $255,963 | No Change | $243.08 | 13F | |
| COST | COSTCO WHOLESALE CORPORATION | 0.08% | 242 | $241,136 | No Change | $996.43 | 13F | |
| PFE | PFIZER INC | 0.08% | 8,141 | $228,599 | No Change | $28.08 | 13F | |
| VWO | VANGUARD INTL EQUITY INDEX F | 0.08% | 4,337 | $234,415 | No Change | $54.05 | 13F | |
| RACE | FERRARI N V | 0.08% | 745 | $252,145 | No Change | $338.45 | 13F | |
| AMT | AMERICAN TOWER CORP | 0.07% | 1,253 | $216,298 | No Change | $172.62 | 13F | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.07% | 730 | $213,708 | No Change | $292.75 | 13F | |
| BSX | BOSTON SCIENTIFIC CORP | 0.07% | 3,304 | $207,326 | No Change | $62.75 | 13F | |
| IWF | ISHARES TR | 0.07% | 514 | $219,170 | No Change | $426.4 | 13F | |
| ACN | ACCENTURE PLC IRELAND | 0.07% | 1,106 | $219,309 | No Change | $198.29 | 13F |