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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 151 | $222,748 | 1,269 | 0.00 | 0.00 | 7 | 0.55 | 03-31-2024 |
| DIREXION SHS ETF TR | DAILY SM CP BEAR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALX ONCOLOGY HLDGS INC | COM | 153 | $218,206 | 19,570 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P BIOTECH | 154 | $217,488 | 2,292 | 0.00 | 0.00 | -2,000 | -46.60 | 03-31-2024 |
