Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 04-30-2024 | 03-31-2024 | 115 | 529,143,420 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 101 | $1,125,878 | 84,780 | 0.00 | 0.00 | 20,310 | 31.50 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 102 | $1,105,337 | 5,256 | 0.00 | 0.00 | -563 | -9.68 | 03-31-2024 |
| CATERPILLAR INC | COM | 103 | $1,091,595 | 2,979 | 0.00 | 0.00 | -405 | -11.97 | 03-31-2024 |
| COCA COLA CO | COM | 104 | $1,013,507 | 16,566 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
