Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STILES FINANCIAL SERVICES INC | 08-01-2024 | 06-30-2024 | 183 | 259,990,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $1,720,902 | 10,432 | 0.00 | 0.00 | 1,756 | 20.24 | 06-30-2024 |
| COCA COLA CO | COM | 52 | $1,621,252 | 25,470 | 0.00 | 0.00 | -658 | -2.52 | 06-30-2024 |
| DIGITAL RLTY TR INC | COM | 53 | $1,601,991 | 10,531 | 0.00 | 0.00 | 2,142 | 25.53 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 54 | $1,599,069 | 13,891 | 0.00 | 0.00 | 2,305 | 19.89 | 06-30-2024 |
