Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GILL CAPITAL PARTNERS LLC | 01-08-2024 | 12-31-2023 | 127 | 237,444,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC COM CL A | Stock | 101 | $276,686 | 3,845 | 0.00 | 0.00 | 600 | 18.49 | 12-31-2023 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 102 | $273,662 | 1,606 | 0.00 | 0.00 | 15 | 0.94 | 12-31-2023 |
| SPDR S&P 500 ETF | ETF | 103 | $273,303 | 575 | 0.00 | 0.00 | -290 | -33.53 | 12-31-2023 |
| SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 104 | $262,154 | 5,622 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
