Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROVIDENT WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 110 | 267,023,191 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | US CASH COWS 100 | 1 | $33,818,385 | 581,972 | 0.01 | 0.01 | 8,184 | 1.43 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $27,788,005 | 299,698 | 0.01 | 0.01 | -3,855 | -1.27 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 3 | $21,612,965 | 119,759 | 0.01 | 0.01 | -1,765 | -1.45 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 4 | $19,987,958 | 344,264 | 0.01 | 0.01 | -813 | -0.24 | 03-31-2024 |
