Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DONALDSON CAPITAL MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 205 | 2,403,036,068 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
OREILLY AUTOMOTIVE INC | COM | 51 | $7,079,124 | 6,271 | 0.00 | 0.00 | 457 | 7.86 | 03-31-2024 |
VALERO ENERGY CORP | COM | 52 | $6,919,234 | 40,537 | 0.00 | 0.00 | -212,983 | -84.01 | 03-31-2024 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $6,590,151 | 81,733 | 0.00 | 0.00 | -22,722 | -21.75 | 03-31-2024 |
ABBOTT LABS | COM | 54 | $6,178,735 | 54,362 | 0.00 | 0.00 | 8 | 0.01 | 03-31-2024 |