Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 04-29-2024 | 03-31-2024 | 196 | 251,576,850 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,321,753 | 5,086 | 0.00 | 0.00 | -276 | -5.15 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 52 | $1,291,099 | 8,162 | 0.00 | 0.00 | -272 | -3.23 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $1,242,399 | 2,375 | 0.00 | 0.00 | 70 | 3.04 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 54 | $1,237,986 | 5,944 | 0.00 | 0.00 | 178 | 3.09 | 03-31-2024 |
