Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 112 | 511,121,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 101 | $663,896 | 15,762 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 102 | $631,901 | 3,528 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| METTLER TOLEDO INTERNATIONAL | COM | 103 | $611,063 | 459 | 0.00 | 0.00 | 454 | 9080.00 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 104 | $606,975 | 5,296 | 0.00 | 0.00 | 1,220 | 29.93 | 03-31-2024 |
