Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN PACIFIC WEALTH MANAGEMENT LP | 05-07-2024 | 03-31-2024 | 303 | 137,857,772 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEWMONT CORP COM | Stock | 151 | $75,730 | 2,113 | 0.00 | 0.00 | 572 | 37.12 | 03-31-2024 |
| RIO TINTO PLC SPONSORED ADR | ADR | 152 | $74,512 | 1,169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXELON CORP COM | Stock | 153 | $74,201 | 1,975 | 0.00 | 0.00 | -1,128 | -36.35 | 03-31-2024 |
| GILEAD SCIENCES INC COM | Stock | 154 | $73,397 | 1,002 | 0.00 | 0.00 | -20 | -1.96 | 03-31-2024 |
