Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT | 04-15-2024 | 03-31-2024 | 921 | 5,595,303,338 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 401 | $2,359,083 | 8,231 | 0.00 | 0.00 | 112 | 1.38 | 03-31-2024 |
| AMGEN INC | COM | 402 | $2,338,914 | 8,226 | 0.00 | 0.00 | -45,873 | -84.79 | 03-31-2024 |
| PARKER-HANNIFIN CORP | COM | 403 | $2,333,889 | 4,199 | 0.00 | 0.00 | -9 | -0.21 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 404 | $2,329,434 | 47,491 | 0.00 | 0.00 | -5,849 | -10.97 | 03-31-2024 |
