Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESOURCE GROUP | 01-11-2024 | 12-31-2023 | 150 | 401,105,077 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 201 | $372,838 | 9,307 | 0.00 | 0.00 | 716 | 8.33 | 12-31-2023 |
| ZILLOW GROUP INC | CL A | 202 | $366,071 | 6,454 | 0.00 | 0.00 | -101 | -1.54 | 12-31-2023 |
| SPDR SER TR | NUVEEN BLOOMBERG | 203 | $352,530 | 13,934 | 0.00 | 0.00 | 5,377 | 62.84 | 12-31-2023 |
| LOWES COS INC | COM | 204 | $340,947 | 1,532 | 0.00 | 0.00 | -716 | -31.85 | 12-31-2023 |
