Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOURTHOUGHT FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 329 | 872,673,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $44,844,220 | 106,589 | 0.01 | 0.01 | 513 | 0.48 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $30,507,037 | 177,904 | 0.00 | 0.00 | 1,253 | 0.71 | 03-31-2024 |
| BROADCOM INC COM | Stock | 3 | $21,594,568 | 16,293 | 0.00 | 0.00 | -588 | -3.48 | 03-31-2024 |
| NEXTERA ENERGY INC COM | Stock | 4 | $21,321,414 | 333,616 | 0.00 | 0.00 | 93,076 | 38.69 | 03-31-2024 |
