Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRICK MAURO INVESTMENT ADVISOR INC | 05-14-2024 | 03-31-2024 | 42 | 175,878,734 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WATSCO INC | COM | 1 | $12,704,799 | 29,411 | 0.01 | 0.01 | -348 | -1.17 | 03-31-2024 |
| CME GROUP INC CLASS A | COM | 2 | $11,644,872 | 54,089 | 0.01 | 0.01 | 735 | 1.38 | 03-31-2024 |
| ISHARES CORE MSCI TOTL INTL STCK ETF | CORE MSCI TOTAL | 3 | $9,578,931 | 141,157 | 0.01 | 0.01 | 1,966 | 1.41 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 4 | $9,414,608 | 20,697 | 0.01 | 0.01 | 670 | 3.35 | 03-31-2024 |
