| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,214 | $43,660.22 | $50,617.73 | $6,957.51 | 15.94% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,026 | $241,910 | $248,934.06 | $7,024.06 | 2.9% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 341,085 | $12.06M | $14.37M | $2.31M | 19.18% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 6,500 | $221,000 | $268,515 | $47,515 | 21.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,219 | $566,571.2 | $638,589.24 | $72,018.04 | 12.71% |
| 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: