Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MATHER GROUP LLC | 02-05-2024 | 12-31-2023 | 555 | 6,372,805,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 151 | $2,887,508 | 18,316 | 0.00 | 0.00 | -141 | -0.76 | 12-31-2023 |
| MERCK & CO INC | COM | 152 | $2,872,447 | 26,348 | 0.00 | 0.00 | 327 | 1.26 | 12-31-2023 |
| CATERPILLAR INC | COM | 153 | $2,746,173 | 9,288 | 0.00 | 0.00 | 1,120 | 13.71 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 154 | $2,733,855 | 5,193 | 0.00 | 0.00 | 313 | 6.41 | 12-31-2023 |
