Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABBOT FINANCIAL MANAGEMENT INC | 02-09-2024 | 12-31-2023 | 113 | 166,217,444 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 101 | $510,483 | 1,074 | 0.00 | 0.00 | 45 | 4.37 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 102 | $509,648 | 772 | 0.00 | 0.00 | 48 | 6.63 | 12-31-2023 |
| NETFLIX INC | COM | 103 | $491,262 | 1,009 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APOLLO GLOBAL MGMT INC | COM | 104 | $475,269 | 5,100 | 0.00 | 0.00 | -100 | -1.92 | 12-31-2023 |
