Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORS LLC | 05-03-2024 | 03-31-2024 | 77 | 483,062,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $414,066 | 1,130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 52 | $379,247 | 1,986 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEPSICO INC | COM | 53 | $376,557 | 2,152 | 0.00 | 0.00 | 1 | 0.05 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 54 | $373,752 | 4,176 | 0.00 | 4,176 | +Inf | 03-31-2024 |
