Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARSEC FINANCIAL MANAGEMENT INC | 04-06-2023 | 03-31-2023 | 295 | 2,374,777,231 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 101 | $4,577,199 | 22,426 | 0.00 | 0.00 | -459 | -2.01 | 03-31-2023 |
ALIGN TECHNOLOGY INC | COM | 102 | $4,555,665 | 13,634 | 0.00 | 0.00 | 5,443 | 66.45 | 03-31-2023 |
TYSON FOODS INC | CL A | 103 | $4,157,586 | 70,087 | 0.00 | 0.00 | 1,043 | 1.51 | 03-31-2023 |
WISDOMTREE TR | US MIDCAP DIVID | 104 | $3,848,654 | 93,915 | 0.00 | 0.00 | -312 | -0.33 | 03-31-2023 |