Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $39,260,843 | 278,584 | 0.00 | 0.00 | 8,984 | 3.33 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 52 | $38,336,601 | 224,980 | 0.00 | 0.00 | 13,708 | 6.49 | 12-31-2023 |
| GENERAL MLS INC | COM | 53 | $37,296,526 | 572,560 | 0.00 | 0.00 | -3,650 | -0.63 | 12-31-2023 |
| WALMART INC | COM | 54 | $37,016,952 | 234,805 | 0.00 | 0.00 | 4,337 | 1.88 | 12-31-2023 |
