Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIS JOHNSON & ASSOCIATES INC | 08-01-2024 | 06-30-2024 | 156 | 1,219,605,578 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 101 | $564,254 | 1,896 | 0.00 | 0.00 | -164 | -7.96 | 06-30-2024 |
| HOME DEPOT INC | COM | 102 | $550,668 | 1,600 | 0.00 | 0.00 | 398 | 33.11 | 06-30-2024 |
| ABBVIE INC | COM | 103 | $546,770 | 3,188 | 0.00 | 0.00 | -90 | -2.75 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 104 | $542,782 | 2,170 | 0.00 | 0.00 | 7 | 0.32 | 06-30-2024 |
