Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1776 WEALTH LLC | 08-13-2024 | 06-30-2024 | 180 | 222,219,076 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON PETE CORPORATION | COM | 401 | $223,789 | 1,290 | 0.00 | 1,290 | +Inf | 06-30-2024 | |
| QUALCOMM INCORPORATED | Common | Liquidated | $0 | 0 | 0.00 | 1,320 | +Inf | 06-30-2024 | |
| FORD MTR COMPANY DEL | Common | Liquidated | $0 | 0 | 0.00 | 16,825 | +Inf | 06-30-2024 | |
| MASTERCARD INCORPORATED CLASS A | COM | 404 | $222,786 | 505 | 0.00 | 505 | +Inf | 06-30-2024 |
