Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ANDESA FINANCIAL MANAGEMENT INC | 02-10-2023 | 12-31-2022 | 140 | 183,355,832 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TEXAS INSTRS INC | COM | 101 | $558,777 | 3,382 | 0.00 | 0.43 | -790 | -18.94 | 12-31-2022 |
SPDR SER TR | PRTFLO S&P500 HI | 102 | $558,078 | 14,100 | 0.00 | 0.30 | 0 | 0.00 | 12-31-2022 |
TARGET CORP | COM | 103 | $512,398 | 3,438 | 0.00 | 0.26 | 1,307 | 61.33 | 12-31-2022 |
TE CONNECTIVITY LTD | SHS | 104 | $481,471 | 4,194 | 0.00 | 4,194 | +Inf | 12-31-2022 |