Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARISI GRAY WEALTH MANAGEMENT | 01-18-2024 | 12-31-2023 | 102 | 246,807,044 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | COM | 51 | $3,469,728 | 6,591 | 0.00 | 0.00 | 24 | 0.37 | 12-31-2023 |
DANAHER CORPORATION | COM | 52 | $3,273,611 | 14,151 | 0.00 | 0.00 | 541 | 3.98 | 12-31-2023 |
ELI LILLY & CO | COM | 53 | $3,161,411 | 5,423 | 0.00 | 0.00 | 2,010 | 58.89 | 12-31-2023 |
META PLATFORMS INC | CL A | 54 | $3,105,645 | 8,774 | 0.00 | 0.00 | -18 | -0.20 | 12-31-2023 |