Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHER INVESTMENT CORP | 05-08-2024 | 03-31-2024 | 1175 | 332,618,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS HIGH DIV YLD | ETF | 101 | $1,059,513 | 8,757 | 0.00 | 0.00 | 801 | 10.07 | 03-31-2024 |
| COSTCO WHSL CORP NEW COM | COM | 102 | $1,057,918 | 1,444 | 0.00 | 1,444 | +Inf | 03-31-2024 | |
| CATERPILLAR INC | COM | 103 | $1,045,983 | 2,855 | 0.00 | 2,855 | +Inf | 03-31-2024 | |
| KINDER MORGAN INC DEL | COM | 104 | $1,044,701 | 56,963 | 0.00 | 56,963 | +Inf | 03-31-2024 |
