Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DEFINED WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 103 | 139,209,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 51 | $911,075 | 1,757 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $874,261 | 2,079 | 0.00 | 0.00 | 19 | 0.92 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 53 | $828,052 | 6,449 | 0.00 | 0.00 | -43 | -0.66 | 03-31-2024 |
| DEERE & CO | COM | 54 | $821,891 | 2,001 | 0.00 | 0.00 | 2 | 0.10 | 03-31-2024 |
