Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORY GROUP | 02-13-2024 | 12-31-2023 | 87 | 527,302,338 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $920,618 | 3,705 | 0.00 | 0.00 | -336 | -8.31 | 12-31-2023 |
| RAYTHEON TECHNOLOGIES CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.19 | -128 | -1.42 | 12-31-2023 |
| VANGUARD SPECIALIZED PORTFOL | DIV APP ETF | 53 | $840,924 | 4,935 | 0.00 | 0.00 | 170 | 3.57 | 12-31-2023 |
| RTX CORPORATION | COM | 54 | $747,056 | 8,879 | 0.00 | 8,879 | +Inf | 12-31-2023 |
