Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLACKROCK ETF TRUST II | 0 | 136,371 | +136,371 | 0 | 7,143 | 4.14% | +7,143 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 231,218 | +231,218 | 116,763 | 123,142 | 71.35% | +6,379 |
| SPDR GOLD TR(GLD) | 2,032 | 3,295 | +1,263 | 492 | 950 | 0.55% | +458 |
| PROCTER AND GAMBLE CO(PG) | 0 | 1,358 | +1,358 | 0 | 231 | 0.13% | +231 |
| AMGEN INC(AMGN) | 0 | 741 | +741 | 0 | 231 | 0.13% | +231 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,286 | +1,286 | 0 | 213 | 0.12% | +213 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 4,680 | +4,680 | 0 | 212 | 0.12% | +212 |
| CHEVRON CORP NEW(CVX) | 3,543 | 3,664 | +121 | 513 | 613 | 0.36% | +100 |
| AMERICAN ELEC PWR CO INC | 5,021 | 5,055 | +34 | 463 | 552 | 0.32% | +89 |
| OCUGEN INC(OCGN) | 0 | 116,000 | +116,000 | 0 | 82 | 0.05% | +82 |
| CATALYST PHARMACEUTICALS INC | 15,000 | 15,000 | 0 | 313 | 364 | 0.21% | +51 |
| EXXON MOBIL CORP | 2,108 | 2,118 | +10 | 227 | 252 | 0.15% | +25 |
| ELI LILLY & CO(LLY) | 357 | 357 | 0 | 276 | 295 | 0.17% | +19 |
| UNITEDHEALTH GROUP INC(UNH) | 869 | 869 | 0 | 440 | 455 | 0.26% | +16 |
| META PLATFORMS INC(META) | 538 | 572 | +34 | 315 | 330 | 0.19% | +15 |
| JPMORGAN CHASE & CO.(JPM) | 1,771 | 1,771 | 0 | 424 | 435 | 0.25% | +10 |
| VANGUARD BD INDEX FDS | 3,842 | 3,842 | 0 | 276 | 282 | 0.16% | +6 |
| ISHARES TR | 2,500 | 2,500 | 0 | 242 | 247 | 0.14% | +5 |
| CISCO SYS INC(CSCO) | 3,459 | 3,379 | -80 | 205 | 209 | 0.12% | +4 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,381 | 1,202 | -179 | 303 | 299 | 0.17% | -5 |
| CITY HLDG CO(CHCO) | 12,278 | 12,278 | 0 | 1,455 | 1,442 | 0.84% | -12 |
| MERCK & CO INC(MRK) | 2,548 | 2,675 | +127 | 253 | 240 | 0.14% | -13 |
| LAMAR ADVERTISING CO NEW(LAMR) | 2,442 | 2,442 | 0 | 297 | 278 | 0.16% | -19 |
| MICROSOFT CORP(MSFT) | 800 | 800 | 0 | 337 | 300 | 0.17% | -37 |
| GLOBAL PMTS INC(GPN) | 2,767 | 2,773 | +6 | 310 | 271 | 0.16% | -39 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 8,234 | 8,234 | 0 | 275 | 206 | 0.12% | -69 |
| AMAZON COM INC(AMZN) | 2,427 | 2,323 | -104 | 532 | 442 | 0.26% | -90 |
| APPLE INC(AAPL) | 4,617 | 4,417 | -200 | 1,156 | 981 | 0.57% | -175 |
| NVIDIA CORPORATION(NVDA) | 6,278 | 6,158 | -120 | 843 | 667 | 0.39% | -176 |
| 3M CO(MMM) | 1,618 | 0 | -1,618 | 209 | 0 | — | -209 |
| VANGUARD INDEX FDS | 31,700 | 31,398 | -302 | 17,080 | 16,136 | 9.35% | -944 |
| VANGUARD INDEX FDS | 54,507 | 53,771 | -736 | 15,797 | 14,778 | 8.56% | -1,018 |
| SPDR S&P 500 ETF TR(SPY) | 39,066 | 546 | -38,520 | 22,896 | 306 | 0.18% | -22,590 |