Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MINICHMACGREGOR WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 104 | 391,753,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 101 | $633,987 | 3,458 | 0.00 | 0.00 | 778 | 29.03 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 102 | $536,770 | 11,341 | 0.00 | 0.00 | -150 | -1.31 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 103 | $528,504 | 1,971 | 0.00 | 0.00 | -509 | -20.52 | 03-31-2024 |
| ELI LILLY & CO | COM | 104 | $518,695 | 682 | 0.00 | 0.00 | 270 | 65.53 | 03-31-2024 |
