Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBURST FINANCIAL GROUP LLC | 01-08-2024 | 12-31-2023 | 105 | 323,029,712 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $800,051 | 5,104 | 0.00 | 0.00 | 738 | 16.90 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 52 | $795,116 | 9,584 | 0.00 | 0.00 | -934 | -8.88 | 12-31-2023 |
| SOUTHERN CO | COM | 53 | $773,217 | 11,027 | 0.00 | 0.00 | 464 | 4.39 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 54 | $749,013 | 13,917 | 0.00 | 13,917 | +Inf | 12-31-2023 |
