Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOESIS CAPITAL MANGEMENT CORP | 05-03-2024 | 03-31-2024 | 94 | 450,287,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Technology Select Sector SPDR | EXCHANGE TRADED FUNDS | 51 | $1,072,591 | 5,150 | 0.00 | 0.00 | 28 | 0.55 | 03-31-2024 |
| Blackrock Inc | COMMON STOCKS | 52 | $1,029,620 | 1,235 | 0.00 | 0.00 | -200 | -13.94 | 03-31-2024 |
| Vanguard Growth | EXCHANGE TRADED FUNDS | 53 | $916,949 | 2,664 | 0.00 | 0.00 | -98 | -3.55 | 03-31-2024 |
| Ishares Nat'l Muni Bond | EXCHANGE TRADED FUNDS | 54 | $873,497 | 8,118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
