Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FLC CAPITAL ADVISORS | 01-18-2024 | 12-31-2023 | 153 | 370,952,116 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 151 | $373,798 | 3,852 | 0.00 | 0.00 | 1,021 | 36.06 | 12-31-2023 |
| NIKE INC | CL B | 152 | $368,378 | 3,393 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | Liquidated | $0 | 0 | 0.00 | 0.11 | 0 | 0.00 | 09-30-2023 |
| CHUBB LIMITED | COM | 154 | $359,566 | 1,591 | 0.00 | 1,591 | +Inf | 12-31-2023 |
