Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD FINANCIAL GROUP LLC | 05-05-2023 | 03-31-2023 | 917 | 300,092,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 401 | $10,000 | 267 | 0.00 | 0.00 | 116 | 76.82 | 03-31-2023 |
| CHARTER COMMUNICATIONS INC N | CL A | 402 | $10,000 | 30 | 0.00 | 0.00 | 19 | 172.73 | 03-31-2023 |
| DIAGEO PLC | SPON ADR NEW | 403 | $9,000 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| MEDTRONIC PLC | SHS | 404 | $9,000 | 122 | 0.00 | 0.00 | 29 | 31.18 | 03-31-2023 |
