Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | 01-30-2024 | 12-31-2023 | 1352 | 1,986,248,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 51 | $9,002,000 | 205,295 | 0.45 | 0.50 | 4,336 | 2.16 | 12-31-2023 |
| BUNGE GLOBAL SA | COM SHS | 52 | $8,894,000 | 88,102 | 0.45 | 88,102 | +Inf | 12-31-2023 | |
| AMAZON COM INC | COM | 53 | $8,822,000 | 58,063 | 0.44 | 0.40 | 1,117 | 1.96 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 54 | $8,654,000 | 133,020 | 0.44 | 0.39 | 14,529 | 12.26 | 12-31-2023 |
