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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. ENERGY ETF | 451 | $64,132 | 1,497 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TIMKEN CO | COM | 452 | $64,071 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD WORLD FDS | UTILITIES ETF | 453 | $63,977 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NUVEEN CALIFORNIA AMT QLT MU | COM | 454 | $63,874 | 5,535 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
