Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOODMAN ADVISORY GROUP LLC | 05-15-2024 | 03-31-2024 | 173 | 315,358,130 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORPORATION | Common Stock | 51 | $1,554,512 | 1,600 | 0.00 | 0.00 | -1,234 | -43.54 | 03-31-2024 |
| META PLATFORMS | Common Stock | 52 | $1,452,866 | 2,992 | 0.00 | 2,992 | +Inf | 03-31-2024 | |
| NEXTERA ENERGY | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,448 | -25.36 | 03-31-2024 |
| COSTCO WHOLESALE | Common Stock | 54 | $1,402,624 | 1,914 | 0.00 | 0.00 | 1,472 | 333.03 | 03-31-2024 |
