Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FALCON WEALTH PLANNING | 04-15-2024 | 03-31-2024 | 133 | 631,009,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $1,207,737 | 3,148 | 0.00 | 0.00 | 450 | 16.68 | 03-31-2024 |
| APPLIED MATLS INC | COM | 52 | $1,117,854 | 5,420 | 0.00 | 0.00 | -1,081 | -16.63 | 03-31-2024 |
| VANGUARD WORLD FDS | INF TECH ETF | 53 | $1,046,973 | 1,997 | 0.00 | 0.00 | 24 | 1.22 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 54 | $1,022,613 | 1,132 | 0.00 | 0.00 | 30 | 2.72 | 03-31-2024 |
