Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMEL CAPITAL PARTNERS LLC | 04-25-2024 | 03-31-2024 | 158 | 241,875,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 201 | $413,267 | 3,132 | 0.00 | 0.00 | -524 | -14.33 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 202 | $406,477 | 1,564 | 0.00 | 0.00 | -18,389 | -92.16 | 03-31-2024 |
| WELLTOWER INC | COM | 203 | $401,044 | 4,292 | 0.00 | 0.00 | 947 | 28.31 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 204 | $398,451 | 2,526 | 0.00 | 0.00 | -267 | -9.56 | 03-31-2024 |
