Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARRELL INVESTMENT PARTNERS LLC | 05-10-2024 | 03-31-2024 | 89 | 337,401,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $3,174,037 | 27,306 | 0.00 | 0.00 | -8,083 | -22.84 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 52 | $3,144,181 | 41,176 | 0.00 | 0.00 | -40,329 | -49.48 | 03-31-2024 |
| IQVIA HLDGS INC | COM | 53 | $3,017,626 | 11,933 | 0.00 | 0.00 | -1,382 | -10.38 | 03-31-2024 |
| BEST BUY INC | COM | 54 | $2,763,353 | 33,687 | 0.00 | 0.00 | 765 | 2.32 | 03-31-2024 |
