Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 286 | 519,087,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX COM INC | Stock | 51 | $1,846,736 | 3,793 | 0.00 | 0.00 | 284 | 8.09 | 12-31-2023 |
| CHEVRON CORP NEW COM | Stock | 52 | $1,780,611 | 11,938 | 0.00 | 0.00 | 6 | 0.05 | 12-31-2023 |
| CISCO SYS INC | Stock | 53 | $1,736,474 | 34,372 | 0.00 | 0.00 | -1,684 | -4.67 | 12-31-2023 |
| ORACLE CORPORATION | Stock | 54 | $1,715,732 | 16,274 | 0.00 | 0.00 | 750 | 4.83 | 12-31-2023 |
