Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LILLY ELI & CO | COM | 101 | $1,796,933 | 3,832 | 0.00 | 0.00 | 207 | 5.71 | 06-30-2023 |
| CONSTELLATION BRANDS INC | CL A | 102 | $1,718,448 | 6,982 | 0.00 | 0.00 | 77 | 1.12 | 06-30-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 103 | $1,710,187 | 4,629 | 0.00 | 0.00 | -2,590 | -35.88 | 06-30-2023 |
| LOCKHEED MARTIN CORP | COM | 104 | $1,692,500 | 3,676 | 0.00 | 0.00 | 42 | 1.16 | 06-30-2023 |
