Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 07-30-2024 | 06-30-2024 | 252 | 2,863,204,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 101 | $7,756,000 | 28,994 | 0.27 | 0.26 | -351 | -1.20 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $7,674,000 | 18,865 | 0.27 | 0.27 | -1,318 | -6.53 | 06-30-2024 |
| L3HARRIS TECHNOLOGIES INC | COM | 103 | $6,979,000 | 31,077 | 0.24 | 0.25 | -156 | -0.50 | 06-30-2024 |
| SHELL PLC | SPON ADS | 104 | $6,956,000 | 96,372 | 0.24 | 0.24 | -1,768 | -1.80 | 06-30-2024 |
