Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABBOT FINANCIAL MANAGEMENT INC | 02-09-2024 | 12-31-2023 | 113 | 166,217,444 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $13,603,623 | 36,176 | 0.01 | 0.01 | 42 | 0.12 | 12-31-2023 |
| APPLE INC | COM | 2 | $10,967,510 | 56,965 | 0.01 | 0.01 | -1,179 | -2.03 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 3 | $5,345,495 | 31,426 | 0.00 | 0.00 | -193 | -0.61 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $5,139,997 | 16,534 | 0.00 | 0.00 | 358 | 2.21 | 12-31-2023 |
