Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARSEC FINANCIAL MANAGEMENT INC | 04-06-2023 | 03-31-2023 | 295 | 2,374,777,231 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 151 | $1,538,062 | 5,537 | 0.00 | 0.00 | 243 | 4.59 | 03-31-2023 |
| CATERPILLAR INC | COM | 152 | $1,533,457 | 6,701 | 0.00 | 0.00 | 367 | 5.79 | 03-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 153 | $1,500,449 | 6,933 | 0.00 | 0.00 | -119 | -1.69 | 03-31-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 154 | $1,426,949 | 29,840 | 0.00 | 0.00 | -7,841 | -20.81 | 03-31-2023 |
