Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 05-14-2024 | 03-31-2024 | 1355 | 8,992,866,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $34,389,747 | 44,205 | 0.00 | 0.00 | -21,906 | -33.14 | 03-31-2024 |
| LOWES COS INC | COM | 52 | $34,385,565 | 134,988 | 0.00 | 0.00 | -17,890 | -11.70 | 03-31-2024 |
| CATERPILLAR INC | COM | 53 | $33,222,030 | 90,664 | 0.00 | 0.00 | 17,780 | 24.39 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 54 | $33,218,753 | 851,326 | 0.00 | 0.00 | 41,793 | 5.16 | 03-31-2024 |
