Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RBA WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 91 | 246,754,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | 51 | $2,533,454 | 35,819 | 0.00 | 0.00 | 3,465 | 10.71 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 52 | $2,357,572 | 4,496 | 0.00 | 0.00 | -307 | -6.39 | 03-31-2024 |
| EOG RES INC | COM | 53 | $2,160,465 | 16,900 | 0.00 | 0.00 | 2,162 | 14.67 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $1,644,982 | 10,428 | 0.00 | 0.00 | -34 | -0.32 | 03-31-2024 |
