Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARISI GRAY WEALTH MANAGEMENT | 04-15-2024 | 03-31-2024 | 106 | 266,605,911 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 101 | $1,649,223 | 8,636 | 0.00 | 0.00 | 6 | 0.07 | 03-31-2024 |
| ORACLE CORP | COM | 102 | $1,626,110 | 12,946 | 0.00 | 0.00 | 5 | 0.04 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 103 | $1,484,743 | 5,155 | 0.00 | 0.00 | -78 | -1.49 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 104 | $1,435,525 | 6,305 | 0.00 | 0.00 | 4 | 0.06 | 03-31-2024 |
