Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 101 | $1,980,549 | 7,246 | 0.00 | 0.00 | -1,102 | -13.20 | 12-31-2023 |
| UTILITIES SELECT SECTOR SPDR FUND | ETF | 102 | $1,949,317 | 30,780 | 0.00 | 30,780 | +Inf | 12-31-2023 | |
| LOWES COS INC COM | Stock | 103 | $1,915,096 | 8,605 | 0.00 | 0.00 | -88 | -1.01 | 12-31-2023 |
| COMCAST CORP NEW CL A | Stock | 104 | $1,914,586 | 43,662 | 0.00 | 0.00 | -6,036 | -12.15 | 12-31-2023 |
