Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 168 | 252,079,424 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HONEYWELL INTL INC | COM | 101 | $624,418 | 3,042 | 0.00 | 0.00 | -1,078 | -26.17 | 03-31-2024 |
ISHARES TR | MSCI USA MIN VOL | 102 | $611,345 | 7,314 | 0.00 | 0.00 | -3,595 | -32.95 | 03-31-2024 |
TESLA INC | COM | 103 | $600,938 | 3,419 | 0.00 | 0.00 | -77 | -2.20 | 03-31-2024 |
BRISTOL-MYERS SQUIBB CO | COM | 104 | $599,497 | 11,055 | 0.00 | 0.00 | -718 | -6.10 | 03-31-2024 |