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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 51 | $1,359,745 | 847 | 0.00 | 0.00 | -106 | -11.12 | 06-30-2024 |
| HOME DEPOT INC | COM | 52 | $1,358,027 | 3,945 | 0.00 | 0.00 | 626 | 18.86 | 06-30-2024 |
| ARISTA NETWORKS INC | COM | 53 | $1,357,059 | 3,872 | 0.00 | 0.00 | -518 | -11.80 | 06-30-2024 |
| ELEVANCE HEALTH INC | COM | 54 | $1,355,831 | 2,502 | 0.00 | 0.00 | 101 | 4.21 | 06-30-2024 |
