Style
Aggressive GrowthTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELI Lilly & Co(LLY) | 169,743 | $203.6M | 67.76% |
| 2 | Invesco QQQ TR(QQQ) | 10,479 | $7.7M | 2.57% |
| 3 | Vanguard Index FDS(VOO) | 5,994 | $4.1M | 1.37% |
| 4 | Invesco Exch Traded FD TR II(SPMO) | 24,763 | $4.0M | 1.33% |
| 5 | Invesco Exchange Traded FD T(SPHQ) | 43,302 | $3.9M | 1.30% |
| 6 | Meta Platforms Inc(META) | 6,435 | $3.6M | 1.21% |
| 7 | Ishares TR(IUSG) | 18,787 | $3.5M | 1.18% |
| 8 | Exxon Mobil Corp(XOM) | 22,838 | $3.1M | 1.04% |
| 9 | Alphabet Inc(GOOGL) | 8,078 | $2.9M | 0.96% |
| 10 | Vanguard Index FDS(VTV) | 13,127 | $2.9M | 0.95% |
Latest filing, equity positions only