Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DONOGHUE FORLINES LLC 02-07-2024 12-31-2023 214 319,215,104
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 51 $2,614,750 13,581 0.00 0.00 -1,949 -12.55 12-31-2023
INVESCO EXCH TRADED FD TR II SR LN ETF 52 $2,607,745 123,123 0.00 0.00 -144,295 -53.96 12-31-2023
ISHARES TR FALN ANGLS USD 53 $2,515,735 95,293 0.00 0.00 74,657 361.78 12-31-2023
SPDR SER TR BLOOMBERG SHT TE 54 $2,515,081 100,043 0.00 0.00 48,479 94.02 12-31-2023
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