Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WICK CAPITAL PARTNERS LLC | 08-11-2023 | 06-30-2023 | 50 | 168,993,535 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $454,793 | 3,489 | 0.00 | 0.14 | 433 | 14.17 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 52 | $450,552 | 1,723 | 0.00 | 0.23 | 4 | 0.23 | 06-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $414,145 | 1,215 | 0.00 | 0.21 | 7 | 0.58 | 06-30-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 54 | $389,094 | 4,127 | 0.00 | 0.21 | 0 | 0.00 | 06-30-2023 |
