Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAS WEALTH PARTNERS INC | 01-19-2024 | 12-31-2023 | 433 | 1,052,505,255 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $4,864,152 | 32,610 | 0.00 | 0.00 | 2,717 | 9.09 | 12-31-2023 |
| BROADCOM INC | COM | 52 | $4,842,348 | 4,338 | 0.00 | 0.00 | 378 | 9.55 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 53 | $4,720,940 | 8,967 | 0.00 | 0.00 | 612 | 7.32 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 54 | $4,640,918 | 44,103 | 0.00 | 0.00 | 445 | 1.02 | 12-31-2023 |
