Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANDESA FINANCIAL MANAGEMENT INC | 02-10-2023 | 12-31-2022 | 140 | 183,355,832 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $7,786,313 | 59,927 | 0.00 | 4.96 | -4,606 | -7.14 | 12-31-2022 |
| MICROSOFT CORP | COM | 2 | $7,269,184 | 30,311 | 0.00 | 4.59 | 315 | 1.05 | 12-31-2022 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 3 | $7,174,833 | 200,079 | 0.00 | 2.30 | 78,784 | 64.95 | 12-31-2022 |
| EATON CORP PLC | SHS | 4 | $5,055,838 | 32,213 | 0.00 | 2.57 | 593 | 1.88 | 12-31-2022 |
