Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARRELL INVESTMENT PARTNERS LLC | 05-10-2024 | 03-31-2024 | 89 | 337,401,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $17,863,402 | 104,172 | 0.01 | 0.01 | -1,414 | -1.34 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $16,468,033 | 39,143 | 0.00 | 0.00 | -587 | -1.48 | 03-31-2024 |
| BROADCOM INC | COM | 3 | $14,734,542 | 11,117 | 0.00 | 0.00 | -256 | -2.25 | 03-31-2024 |
| EATON CORP PLC | SHS | 4 | $12,017,832 | 38,435 | 0.00 | 0.00 | -3 | -0.01 | 03-31-2024 |
