Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTHILL FINANCIAL ADVISORS INC | 01-31-2024 | 12-31-2023 | 75 | 377,293,694 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $350,811 | 12,185 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | 52 | $346,075 | 652 | 0.00 | 0.00 | -1 | -0.15 | 12-31-2023 |
| ADVANCED MICRO DEVICES INC | COM | 53 | $343,613 | 2,331 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTEL CORP | COM | 54 | $334,319 | 6,653 | 0.00 | 0.00 | 1 | 0.02 | 12-31-2023 |
