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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 201 | $257,688 | 14,051 | 0.00 | 0.00 | 135 | 0.97 | 03-31-2024 |
| ISHARES TR | MORNINGSTAR GRWT | 202 | $255,500 | 3,385 | 0.00 | 0.00 | -5,916 | -63.61 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 203 | $255,041 | 4,653 | 0.00 | 0.00 | 114 | 2.51 | 03-31-2024 |
| ABBVIE INC | COM | 204 | $245,993 | 1,351 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
