Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOVELESS WEALTH MANAGEMENT LLC | 07-22-2022 | 06-30-2022 | 122 | 152,748,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 51 | $1,169,000 | 15,182 | 0.77 | 0.52 | 2,359 | 18.40 | 06-30-2022 |
| COHEN & STEERS INFRASTRUCTUR | COM | 52 | $1,097,000 | 43,341 | 0.72 | 0.77 | -750 | -1.70 | 06-30-2022 |
| NVIDIA CORPORATION | COM | 53 | $1,019,000 | 6,720 | 0.67 | 1.02 | 4,625 | 220.76 | 06-30-2022 |
| UNITED PARCEL SERVICE INC | CL B | 54 | $1,019,000 | 5,585 | 0.67 | 0.72 | -90 | -1.59 | 06-30-2022 |
