Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CENTER FOR FINANCIAL SERVICES | 02-16-2024 | 12-31-2023 | 412 | 317,148,067 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $401,067 | 2,588 | 0.00 | 0.00 | 16 | 0.62 | 12-31-2023 |
| SPDR SER TR | S&P BIOTECH | 52 | $378,673 | 4,241 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $372,438 | 2,186 | 0.00 | 0.00 | 14 | 0.64 | 12-31-2023 |
| COPART INC | COM | 54 | $371,420 | 7,580 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
