Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES MONEY MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 398 | 100,337,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW COM | Stock | 51 | $253,362 | 1,606 | 0.00 | 0.00 | -103 | -6.03 | 03-31-2024 |
| APPLIED MATLS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 53 | $233,759 | 2,476 | 0.00 | 0.00 | -400 | -13.91 | 03-31-2024 |
| VISA INC COM CL A | Stock | 54 | $232,859 | 834 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
