Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ABBOT FINANCIAL MANAGEMENT INC | 05-13-2024 | 03-31-2024 | 125 | 181,247,783 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $14,742,618 | 35,041 | 0.01 | 0.01 | -1,135 | -3.14 | 03-31-2024 |
APPLE INC | COM | 2 | $9,844,307 | 57,408 | 0.01 | 0.01 | 443 | 0.78 | 03-31-2024 |
NVIDIA CORPORATION | COM | 3 | $7,934,251 | 8,781 | 0.00 | 0.00 | -1,115 | -11.27 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | 4 | $6,273,456 | 31,320 | 0.00 | 0.00 | -106 | -0.34 | 03-31-2024 |