Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 04-19-2024 | 03-31-2024 | 123 | 205,058,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 101 | $684,616 | 9,543 | 0.00 | 9,543 | +Inf | 03-31-2024 | |
| KIMBERLY-CLARK CORP | COM | 102 | $680,094 | 5,258 | 0.00 | 0.00 | 1,439 | 37.68 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 103 | $665,621 | 6,883 | 0.00 | 6,883 | +Inf | 03-31-2024 | |
| COLGATE PALMOLIVE CO | COM | 104 | $661,011 | 7,340 | 0.00 | 0.00 | 980 | 15.41 | 03-31-2024 |
