Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVIOR WEALTH MANAGEMENT LLC 01-30-2024 12-31-2023 1645 1,650,249,709
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SOUTHERN CO COM Stock 851 $57,710 823 0.00 0.00 1 0.12 12-31-2023
SYSCO CORP COM Stock 852 $57,333 784 0.00 0.00 -1,777 -69.39 12-31-2023
ARISTA NETWORKS INC COM Stock 853 $57,228 243 0.00 0.00 0 0.00 12-31-2023
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 854 $57,154 625 0.00 0.00 196 45.69 12-31-2023
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