Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT PARTNERS LTD | 02-02-2024 | 12-31-2023 | 133 | 203,136,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $1,211,798 | 8,124 | 0.00 | 0.00 | 68 | 0.84 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 52 | $1,155,121 | 2,333 | 0.00 | 0.00 | 96 | 4.29 | 12-31-2023 |
| CISCO SYS INC | COM | 53 | $1,121,605 | 22,201 | 0.00 | 0.00 | -601 | -2.64 | 12-31-2023 |
| ISHARES TR | MSCI EAFE MIN VL | 54 | $1,109,949 | 16,007 | 0.00 | 0.00 | -2,996 | -15.77 | 12-31-2023 |
