Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 1645 | 1,650,249,709 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO COM | Stock | 151 | $1,659,184 | 4,149 | 0.00 | 0.00 | 97 | 2.39 | 12-31-2023 |
| VANGUARD S&P MID-CAP 400 VALUE ETF | ETF | 152 | $1,655,676 | 18,991 | 0.00 | 0.00 | -2,286 | -10.74 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 153 | $1,627,875 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MICRON TECHNOLOGY | Stock | 154 | $1,575,860 | 18,465 | 0.00 | 0.00 | -156 | -0.84 | 12-31-2023 |
