Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 101 | $2,297,673 | 5,010 | 0.00 | 0.00 | -120 | -2.34 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 102 | $2,292,426 | 38,901 | 0.00 | 0.00 | 5,274 | 15.68 | 09-30-2023 |
| EXXON MOBIL CORP | COM | 103 | $2,292,087 | 19,494 | 0.00 | 0.00 | -7,314 | -27.28 | 09-30-2023 |
| ELI LILLY & CO | COM | 104 | $2,281,635 | 4,248 | 0.00 | 0.00 | 837 | 24.54 | 09-30-2023 |
