Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD VALUE ETF | ETF | 51 | $4,432,187 | 29,646 | 0.00 | 0.00 | -3,305 | -10.03 | 12-31-2023 |
| PEPSICO INC COM | Stock | 52 | $4,318,521 | 25,426 | 0.00 | 0.00 | -1,388 | -5.18 | 12-31-2023 |
| SPDR PORTFOLIO SP 500 GROWTH ETF | ETF | 53 | $3,953,526 | 60,767 | 0.00 | 0.00 | -8 | -0.01 | 12-31-2023 |
| ULTA BEAUTY INC COM | Stock | 54 | $3,838,254 | 7,833 | 0.00 | 0.00 | -133 | -1.67 | 12-31-2023 |
