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  Name: Donald L. Hagan LLC
  City: Sarasota
  State: FL
  Zip: 34236
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $189,156,000
  Total Value Change : $8,570,000
  Securities Held Change : 2
   
All Securities Held : 100
  New Positions : 8
  Closed Positions : 7
  Increased Positions : 24
  Unchanged Positions : 14
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BX)1 Year Chart         BX Blackstone Group LP 36 - $120.62 $1,314,000 10,000 0.69% 5,000 0 0.002    Asset Management
   (SSB)1 Year Chart         SSB South State Corporation 37 - $80.41 $1,253,000 14,734 0.66% 9,000 0 0.019    Domestic Regional Banks
   (LLY)1 Year Chart         LLY Eli Lilly & Co 60 - $771.12 $794,000 1,020 0.42% 199,000 0 0    Drug Manufacturers - ...
   (DIA)1 Year Chart         DIA Diamonds Trust 68 - $399.21 $560,000 1,407 0.3% 30,000 0 0.002    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 69 - $154.28 $529,000 3,343 0.28% 5,000 0 0    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 75 - $413.12 $434,000 1,031 0.23% 66,000 0 0    Property & Casualty I...
   (DNOV)1 Year Chart         DNOV Ft Cboe Vest Us Equity Deep... 78 - $0.00 $412,000 10,190 0.22% 17,000 0 0.028    N/A
   (SO)1 Year Chart         SO Southern Co 79 - $79.38 $393,000 5,484 0.21% 8,000 0 0.001    Electric Utilities
   (UJAN)1 Year Chart         UJAN Innovator S&p 500 Ultra Buf... 80 - $0.00 $389,000 10,787 0.21% 18,000 0 0.033    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 85 - $125.53 $329,000 2,670 0.17% 16,000 0 0    Closed - End Fund - E...
   (CAH)1 Year Chart         CAH Cardinal Health Inc 87 - $98.70 $316,000 2,822 0.17% 32,000 0 0.001    Drugs Wholesale
   (DUK)1 Year Chart         DUK Duke Energy Corp 95 - $102.84 $224,000 2,312 0.12% 0 0 0    Electric Utilities
   (IMAB)1 Year Chart         IMAB I Mab Adr 99 - $1.77 $56,000 30,000 0.03% -1,000 0 0.043    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 100 - $451.98 $7,000 15 0% 1,000 0 0    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
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