Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH QUARTERBACK LLC | 11-13-2023 | 09-30-2023 | 111 | 115,605,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 51 | $781,018 | 1,910 | 0.00 | 0.00 | 1,326 | 227.05 | 09-30-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $757,024 | 1,771 | 0.00 | 0.00 | -101 | -5.40 | 09-30-2023 |
| CITIGROUP INC | COM NEW | 53 | $739,072 | 17,969 | 0.00 | 0.00 | -298 | -1.63 | 09-30-2023 |
| LOWES COS INC | COM | 54 | $714,020 | 3,435 | 0.00 | 0.00 | 808 | 30.76 | 09-30-2023 |
