Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SALLEY WEALTH MANAGEMENT | 07-29-2024 | 06-30-2024 | 226 | 1,393,330,563 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | 251 | $362,628 | 2,757 | 0.00 | 0.00 | 8 | 0.29 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 252 | $362,194 | 1,601 | 0.00 | 0.00 | -435 | -21.37 | 06-30-2024 |
| KIMBERLY-CLARK CORP | COM | 253 | $359,320 | 2,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JACOBS SOLUTIONS INC | COM | 254 | $356,959 | 2,555 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
