Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOVELESS WEALTH MANAGEMENT LLC | 07-22-2022 | 06-30-2022 | 122 | 152,748,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 1 | $8,798,000 | 102,737 | 5.76 | 5.02 | -28,160 | -21.51 | 06-30-2022 |
| REALTY INCOME CORP | COM | 2 | $4,475,000 | 65,554 | 2.93 | 2.74 | -1,919 | -2.84 | 06-30-2022 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 3 | $4,264,000 | 60,799 | 2.79 | 2.13 | 5,290 | 9.53 | 06-30-2022 |
| ABBVIE INC | COM | 4 | $3,836,000 | 25,045 | 2.51 | 1.77 | -825 | -3.19 | 06-30-2022 |
