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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 51 | $3,909,864 | 9,150 | 0.00 | 0.00 | 3 | 0.03 | 06-30-2023 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 52 | $3,902,725 | 140,537 | 0.00 | 140,537 | +Inf | 06-30-2023 | |
| SALESFORCE INC | COM | 53 | $3,875,776 | 18,346 | 0.00 | 0.00 | 80 | 0.44 | 06-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 54 | $3,822,084 | 13,889 | 0.00 | 0.00 | -99 | -0.71 | 06-30-2023 |
