Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC ADVISORS LLC | 01-19-2024 | 12-31-2023 | 199 | 528,365,949 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $2,571,284 | 25,718 | 0.00 | 0.00 | -498 | -1.90 | 12-31-2023 |
| AT&T INC | COM | 52 | $2,567,083 | 152,985 | 0.00 | 0.00 | -89,360 | -36.87 | 12-31-2023 |
| CVS HEALTH CORP | COM | 53 | $2,174,487 | 27,539 | 0.00 | 0.00 | 87 | 0.32 | 12-31-2023 |
| VANGUARD WORLD FDS | CONSUM DIS ETF | 54 | $2,171,442 | 7,130 | 0.00 | 0.00 | -558 | -7.26 | 12-31-2023 |
