Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HUDSON PORTFOLIO MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 99 | 92,270,553 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 1 | $4,268,103 | 30,299 | 0.00 | 0.00 | -427 | -1.39 | 12-31-2023 |
MCKESSON CORP | COM | 2 | $3,813,566 | 8,237 | 0.00 | 0.00 | -562 | -6.39 | 12-31-2023 |
INTEL CORP | COM | 3 | $3,174,594 | 63,176 | 0.00 | 0.00 | -1,893 | -2.91 | 12-31-2023 |
ISHARES TR | FLTG RATE NT ETF | 4 | $2,869,698 | 56,691 | 0.00 | 0.00 | 888 | 1.59 | 12-31-2023 |