Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORMIDABLE ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 287 | 481,541,125 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 301 | $633,171 | 6,525 | 0.00 | 6,525 | +Inf | 12-31-2023 | |
| BRISTOL-MYERS SQUIBB CO | COM | 302 | $631,780 | 12,313 | 0.00 | 0.18 | -300 | -2.38 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 303 | $623,861 | 10,271 | 0.00 | 0.13 | 2,178 | 26.91 | 12-31-2023 |
| WORLD GOLD TRUST SPDR GLD MINIS ETF | SPDR GLD MINIS ETF | Liquidated | $0 | 0 | 0.13 | 16,209 | +Inf | 12-31-2023 |
