Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VANCE WEALTH INC 08-02-2024 06-30-2024 90 243,537,857
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL A 51 $612,241 1 0.00 0.00 0 0.00 06-30-2024
NETFLIX INC COM 52 $607,944 901 0.00 0.00 24 2.74 06-30-2024
CHEVRON CORP NEW COM 53 $588,744 3,764 0.00 0.00 -60 -1.57 06-30-2024
BANK AMERICA CORP COM 54 $588,278 14,792 0.00 0.00 135 0.92 06-30-2024
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