Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS | 01-24-2024 | 12-31-2023 | 153 | 584,113,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 101 | $1,162,773 | 1,949 | 0.00 | 0.00 | -13 | -0.66 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 102 | $1,136,137 | 1,501 | 0.00 | 0.00 | -6 | -0.40 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 103 | $1,114,720 | 2,364 | 0.00 | 0.00 | 4 | 0.17 | 12-31-2023 |
| CHIPOTLE MEXICAN GRILL INC | COM | 104 | $1,070,297 | 468 | 0.00 | 0.00 | -7 | -1.47 | 12-31-2023 |
