Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHEAR INVESTMENT ADVISERS LLC | 05-01-2024 | 03-31-2024 | 79 | 124,530,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $8,397,687 | 9,294 | 0.01 | 0.01 | -2,058 | -18.13 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $7,679,663 | 15,976 | 0.01 | 0.01 | -4,767 | -22.98 | 03-31-2024 |
| ELI LILLY & CO | COM | 3 | $5,921,054 | 7,611 | 0.00 | 0.00 | -169 | -2.17 | 03-31-2024 |
| APPLE INC | COM | 4 | $5,101,016 | 29,747 | 0.00 | 0.01 | -412 | -1.37 | 03-31-2024 |
