Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 301 | $185,231 | 214 | 0.00 | 0.00 | 141 | 193.15 | 06-30-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 302 | $184,825 | 1,088 | 0.00 | 0.00 | 18 | 1.68 | 06-30-2023 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 303 | $182,307 | 1,114 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FEDEX CORP | COM | 304 | $181,795 | 733 | 0.00 | 0.00 | -43 | -5.54 | 06-30-2023 |
