Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 08-01-2024 | 06-30-2024 | 124 | 208,618,436 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 101 | $676,872 | 8,726 | 0.00 | 0.00 | -817 | -8.56 | 06-30-2024 |
| ZOETIS INC | CL A | 102 | $676,512 | 3,902 | 0.00 | 0.00 | 628 | 19.18 | 06-30-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 103 | $669,751 | 6,682 | 0.00 | 0.00 | -201 | -2.92 | 06-30-2024 |
| KIMBERLY-CLARK CORP | COM | 104 | $665,472 | 4,815 | 0.00 | 0.00 | -443 | -8.43 | 06-30-2024 |
