News + Filings Holdings
|
|
Brio Consultants, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
Kolli Sreelakshmi
| SHM | ETF | 30,916 | 30,916 | 1,454,598,000 | 1,454,598,000 | 0.26 | |
Hist
| 06/30/2023 |
|
NVIDIA CORP
| NVDA | Common | 1,433 | 1,433 | 605,981,000 | 605,981,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
|
Salesforce, Inc.
| CRM | Common | 1,605 | 1,605 | 339,072,000 | 339,072,000 | 0.06 | |
Hist
| 06/30/2023 |
|
ORACLE CORP
| ORCL | Common | 2,765 | 2,765 | 329,304,000 | 329,304,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
|
NEXTERA ENERGY INC
| FPL | common | 3,833 | 3,833 | 284,381,000 | 284,381,000 | 0.05 | |
Hist
| 06/30/2023 |
|
VANGUARD WORLD FUND
| ESGV | Common | 2,920 | 2,920 | 228,782,000 | 228,782,000 | 0.04 | |
Hist
| 06/30/2023 |
|
EXXON MOBIL CORP
| XOM | Common | 2,091 | 2,091 | 224,276,000 | 224,276,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
|
Marqeta, Inc.
| MQ | Common | 34,598 | 34,598 | 168,492,000 | 168,492,000 | 0.03 | 0.01 |
Hist
| 06/30/2023 |
|
|
|
|