Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARRELL INVESTMENT PARTNERS LLC | 01-22-2024 | 12-31-2023 | 95 | 321,502,678 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $20,328,452 | 105,586 | 0.01 | 0.01 | 347 | 0.33 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $14,939,965 | 39,730 | 0.00 | 0.00 | 689 | 1.76 | 12-31-2023 |
| BROADCOM INC | COM | 3 | $12,694,851 | 11,373 | 0.00 | 0.00 | 101 | 0.90 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4 | $11,372,745 | 83,390 | 0.00 | 0.00 | 6,813 | 8.90 | 12-31-2023 |
