Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | 07-18-2024 | 06-30-2024 | 314 | 1,844,540,817 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 51 | $5,176,440 | 22,095 | 0.00 | 0.00 | 315 | 1.45 | 06-30-2024 |
| ELI LILLY & CO | COM | 52 | $4,804,929 | 5,153 | 0.00 | 0.00 | -365 | -6.61 | 06-30-2024 |
| TESLA INC | COM | 53 | $4,688,362 | 17,872 | 0.00 | 0.00 | -2,524 | -12.37 | 06-30-2024 |
| EMERSON ELEC CO | COM | 54 | $4,561,058 | 41,619 | 0.00 | 0.00 | 2,909 | 7.51 | 06-30-2024 |
