Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WASHBURN CAPITAL MANAGEMENT INC | 11-08-2023 | 09-30-2023 | 48 | 118,390,227 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | DOW JONES US ETF | 51 | $636,806 | 6,095 | 0.00 | 0.00 | -590 | -8.83 | 09-30-2023 |
| SCHWAB CHARLES CORP | COM | 52 | $610,159 | 11,114 | 0.00 | 11,114 | +Inf | 09-30-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $606,019 | 1,730 | 0.00 | 0.00 | -33 | -1.87 | 09-30-2023 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 54 | $487,609 | 4,689 | 0.00 | 0.00 | 207 | 4.62 | 09-30-2023 |
