Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINDSOR CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 111 | 322,477,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 101 | $527,078 | 2,922 | 0.00 | 0.00 | -243 | -7.68 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 102 | $526,313 | 2,564 | 0.00 | 0.00 | 13 | 0.51 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 103 | $505,989 | 2,650 | 0.00 | 0.00 | -26 | -0.97 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 104 | $475,625 | 2,312 | 0.00 | 0.00 | 16 | 0.70 | 03-31-2024 |
