Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | Stock | 101 | $4,074,557 | 3,074 | 0.00 | 0.00 | 612 | 24.86 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 102 | $4,063,269 | 16,270 | 0.00 | 0.00 | 1,820 | 12.60 | 03-31-2024 |
| KROGER CO COM | Stock | 103 | $4,055,124 | 70,980 | 0.00 | 0.00 | 5,214 | 7.93 | 03-31-2024 |
| HONEYWELL INTL INC | Stock | 104 | $4,042,529 | 19,695 | 0.00 | 0.00 | 3,018 | 18.10 | 03-31-2024 |
