Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMS CAPITAL MANAGEMENT | 09-30-2023 | 09-30-2023 | 125 | 167,529,060 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDERATED HERMES INC | CL B | 151 | $276,022 | 8,149 | 0.00 | 0.00 | 47 | 0.58 | 09-30-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 152 | $274,912 | 767 | 0.00 | 0.00 | -13 | -1.67 | 09-30-2023 |
| ADVANCED MICRO DEVICES INC | COM | 153 | $270,828 | 2,634 | 0.00 | 2,634 | +Inf | 09-30-2023 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 154 | $259,818 | 5,150 | 0.00 | 0.00 | -2,250 | -30.41 | 09-30-2023 |
