| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,214 | $43,660.22 | $50,490.26 | $6,830.04 | 15.64% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,026 | $241,910 | $258,762.47 | $16,852.47 | 6.97% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 313,286 | $10.92M | $13.03M | $2.11M | 19.31% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,219 | $566,571.2 | $651,221.01 | $84,649.81 | 14.94% |
Jeff Ameen Spire Wealth Management | 44 | $1,638.32 | $1,829.96 | $191.64 | 11.7% |
| BATS Exchange | US Country |
The advisory firm in question has established a strategic investment approach that focuses primarily on equity securities. Adhering to a fundamental policy, the advisor commits to invest at least 80% of its assets in equity securities but often aims to allocate at least 95% of the fund’s assets towards these investments under normal circumstances. This strategy is designed to capitalize on the growth potential of mid- and large-cap companies not only within the United States but also in international markets, including emerging economies. Reflecting a targeted approach to portfolio construction, the fund characterizes itself as non-diversified, concentrating its investments more narrowly than diversified funds. This focus allows it to seek significant growth opportunities, albeit with a potentially higher level of risk associated with the concentrated exposure.
The company offers a specialized financial product focusing on equity investments. Its primary offerings include: