Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 168 | 252,079,424 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $18,294,406 | 106,685 | 0.01 | 0.01 | -1,272 | -1.18 | 03-31-2024 |
SPDR S&P 500 ETF TR | TR UNIT | 2 | $9,097,871 | 17,393 | 0.00 | 0.00 | -38 | -0.22 | 03-31-2024 |
NVIDIA CORPORATION | COM | 3 | $8,842,211 | 9,786 | 0.00 | 0.00 | 18 | 0.18 | 03-31-2024 |
ISHARES TR | CORE S&P TTL STK | 4 | $8,306,240 | 72,040 | 0.00 | 0.00 | 5,066 | 7.56 | 03-31-2024 |