| AT&T |
Telecommunications |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Albemarle Corporation |
Specialty chemicals |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Alphabet Inc. Class A |
Search engine |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Amazon.com Inc. |
Online commerce |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| American Tower Corp |
Real estate investment trust |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Apple Inc. |
Personal technology |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| Berkshire Hathaway Class B |
Holding company |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| Check Point Software Technologies |
Cybersecurity |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Gilead Sciences Inc. |
Biotech |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Global X Lithium & Battery Tech ETF |
Exchange-traded fund |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Kinder Morgan Inc. |
Energy infrastructure |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Merck & Co. Inc. |
Pharmaceutical |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Microsoft Corp |
Software |
Stocks, Bonds or Mutual Funds |
$100,000 - $150,000 |
| Omeros Corp. |
Biopharmaceutical |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Pfizer |
Pharmaceutical |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Regeneron Pharmaceutical Inc. |
Biopharmaceutical |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Salesforce.com |
Enterprise software and cloud |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Shopify Inc. Class A |
Online commerce |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| STMicroelectronics |
Semiconductor |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Visa Inc. Class A |
Financial services |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Axon Enterprise Inc. |
Electrical weapons |
Stocks, Bonds or Mutual Funds |
$100,000 - $150,000 |
| Boston Scientific Corp. |
Medical devices |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Equinix Inc. |
Data centers |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Intuitive Surgical Inc. |
Surgical systems |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Lyft Inc. |
On-demand ridesharing service |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Patrick Industries Inc. |
Building products and materials |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| StoneCo Ltd. |
Financial technology solutions |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| United Health Group Inc. |
Health care |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Aptiv PLC |
Automotive technology |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Abbvie Inc. |
Biopharmaceutical |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Abbott Laboratories |
Healthcare products manufacturer |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Bank of America Corp. |
Bank holding company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Corning Inc. |
Specialty glass and ceramics |
Stocks, Bonds or Mutual Funds Name of Company or Investment Fund |
$1,000 - $10,000 |
| JP Morgan Chase & Co. |
Financial holding company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Synchrony Financial |
Financial services |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Uber Technologies |
Technology applications |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Waste Management Inc. |
Environmental services |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Xylem Inc. |
Water technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Airbnb Inc. |
Vacation rental platform |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Palantir Technologies Inc. |
Software platforms |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Pubmatic Inc. |
Online advertising software |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Qualcomm Inc. |
Wireless technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Roblox Corp. |
Video game developer |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| SBA Communications Corp. |
Wireless communications tower structures |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Zoom Video Communications Inc. |
Web conferencing services |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Warner Brothers Discovery, Inc. |
Media |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Rivian Automotive |
Electric vehicles |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Taiwan Semiconductor Manufacturing Company |
Semiconductor |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Eli Lilly and Co. |
Pharmaceutical |
Stocks, Bonds or Mutual Funds |
$100,000 - $150,000 |
| Novo-Nordisk AS |
Pharmaceutical |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| NVIDIA Corporation |
Artificial Intelligence Computing |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |