Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES MONEY MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 398 | 100,337,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | ETF | 1 | $13,795,156 | 26,373 | 0.01 | 0.01 | -961 | -3.52 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $5,626,584 | 13,374 | 0.01 | 0.00 | 10,416 | 352.13 | 03-31-2024 |
| STRYKER CORPORATION COM | Stock | 3 | $4,401,801 | 12,300 | 0.00 | 0.00 | 12,220 | 15275.00 | 03-31-2024 |
| NVIDIA CORPORATION COM | Stock | 4 | $4,104,873 | 4,543 | 0.00 | 0.01 | -7,747 | -63.03 | 03-31-2024 |
