Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 151 | $1,020,291 | 14,042 | 0.00 | 0.00 | 3,460 | 32.70 | 12-31-2023 |
| SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 152 | $971,963 | 27,448 | 0.00 | 0.00 | 1,811 | 7.06 | 12-31-2023 |
| VANGUARD REAL ESTATE ETF | ETF | 153 | $955,348 | 10,812 | 0.00 | 0.00 | 6,123 | 130.58 | 12-31-2023 |
| CONSTELLATION BRANDS INC CL A | Stock | 154 | $926,746 | 3,833 | 0.00 | 0.00 | -2,964 | -43.61 | 12-31-2023 |
