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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5YR HI YL CP | 151 | $400,906 | 9,422 | 0.00 | 0.00 | -301 | -3.10 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 152 | $399,290 | 2,524 | 0.00 | 0.00 | -46 | -1.79 | 03-31-2024 |
| MERCK & CO INC | COM | 153 | $398,175 | 3,018 | 0.00 | 0.00 | 6 | 0.20 | 03-31-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 154 | $395,458 | 4,305 | 0.00 | 0.00 | -4,040 | -48.41 | 03-31-2024 |
