Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS | 01-24-2024 | 12-31-2023 | 153 | 584,113,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JACOBS SOLUTIONS INC | COM | 151 | $564,738 | 4,351 | 0.00 | 0.00 | 96 | 2.26 | 12-31-2023 |
| ALNYLAM PHARMACEUTICALS INC | COM | 152 | $564,085 | 2,947 | 0.00 | 0.00 | 255 | 9.47 | 12-31-2023 |
| FREEPORT-MCMORAN INC | CL B | 153 | $563,925 | 13,247 | 0.00 | 0.00 | -614 | -4.43 | 12-31-2023 |
| LOWES COS INC | COM | 154 | $554,427 | 2,491 | 0.00 | 0.00 | -13 | -0.52 | 12-31-2023 |
