Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE ADVISORY GROUP LLC | 02-13-2024 | 12-31-2023 | 189 | 576,141,198 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNOPSYS INC | COM | 151 | $1,455,173 | 2,826 | 0.00 | 0.00 | 351 | 14.18 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 152 | $1,409,665 | 4,780 | 0.00 | 0.00 | 3,781 | 378.48 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 153 | $1,382,019 | 16,484 | 0.00 | 0.00 | -7,891 | -32.37 | 12-31-2023 |
| ADOBE INC | COM | 154 | $1,364,424 | 2,287 | 0.00 | 2,287 | +Inf | 12-31-2023 |
