Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
THOROUGHBRED FINANCIAL SERVICES LLC 02-09-2024 12-31-2023 598 1,238,269,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 551 $292,000 5,249 0.02 0.03 -650 -11.02 12-31-2023
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 552 $289,000 9,714 0.02 0.03 4 0.04 12-31-2023
PROSHARES TR S&P MDCP 400 DIV 553 $286,000 3,900 0.02 0.03 -1,445 -27.03 12-31-2023
LPL FINL HLDGS INC COM Liquidated $0 0 0.03 1,206 +Inf 12-31-2023
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