Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAS WEALTH PARTNERS INC 01-19-2024 12-31-2023 433 1,052,505,255
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BANK AMERICA CORP COM 101 $2,400,231 71,287 0.00 71,287 +Inf 12-31-2023
GARMIN LTD SHS 102 $2,366,665 18,412 0.00 0.00 1,685 10.07 12-31-2023
STARBUCKS CORP COM 103 $2,362,418 24,606 0.00 0.00 2,523 11.43 12-31-2023
TEXAS INSTRS INC COM 104 $2,347,534 13,772 0.00 0.00 1,923 16.23 12-31-2023
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