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 |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 51 | $316,000 | 3,193 | 0.11 | 0.18 | 99 | 3.20 | 03-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 52 | $294,000 | 1,952 | 0.10 | 0.12 | 0 | 0.00 | 03-31-2023 |
| ALPHABET INC | CAP STK CL A | 53 | $290,000 | 2,798 | 0.10 | 0.10 | 571 | 25.64 | 03-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $283,000 | 919 | 0.09 | 0.12 | 165 | 21.88 | 03-31-2023 |
