Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 08-13-2024 | 06-30-2024 | 153 | 191,174,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 151 | $498,357 | 8,558 | 0.00 | 8,558 | +Inf | 06-30-2024 | |
| COCA COLA CO | COM | 152 | $490,372 | 7,650 | 0.00 | 0.00 | 5 | 0.07 | 06-30-2024 |
| ADOBE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.21 | 06-30-2024 |
| PRUDENTIAL FINL INC | COM | 154 | $481,549 | 4,109 | 0.00 | 0.00 | 6 | 0.15 | 06-30-2024 |
