Position Size ($1000s)
$4,915
| $6,811
| | 09/30/2023 | 12/31/2023 |
Share Count
451,344
| 718,410
| | 09/30/2023 | 12/31/2023 |
|
| Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
|---|
 PROSHARES TR (PSQ) |
718,410 |
$6,811 | | PSQ | 718,410 | $6,811 |
|
| Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
|---|
| PROSHARES TR (PSQ) |
451,344 |
$4,915 | | PSQ | 451,344 | $4,915 |
|
Top Stocks Held at 03/31/2024: AAPL, IVV, MSFT, AMZN, BIL, More »
Size ($ in 1000's)
At 12/31/2023: $4,091,136
At 09/30/2023: $3,770,478
Combined Holding Report Includes:
Advisory Services Network LLC
ALTA CAPITAL MANAGEMENT LLC
Legg Mason Private Portfolio Group LLC
Clarkston Capital Partners LLC
CONFLUENCE INVESTMENT MANAGEMENT LLC
LADENBURG THALMANN ASSET MANAGEMENT
WEDGEWOOD PARTNERS INC
ZACKS INVESTMENT MANAGEMENT
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
MANAGED ASSET PORTFOLIOS LLC
St. James Investment Company LLC
POLEN CAPITAL MANAGEMENT LLC
Raub Brock Capital Management LP
SCHAFER CULLEN CAPITAL MANAGEMENT INC
ROOSEVELT INVESTMENT GROUP LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Copeland Capital Management LLC
NAVELLIER & ASSOCIATES INC
CONGRESS ASSET MANAGEMENT CO MA
BlackRock Investment Management LLC
Dorsey Wright & Associates
FEDERATED INVESTMENT MANAGEMENT CO
Brown Advisory LLC
HARDING LOEVNER LP
WCM INVESTMENT MANAGEMENT LLC
Charles Schwab Investment Advisory Inc.
Advisory Services Network LLC Top Holdings
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