Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AM INVESTMENT STRATEGIES LLC | 05-02-2024 | 03-31-2024 | 108 | 394,019,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $62,958,000 | 367,145 | 15.98 | 19.57 | 6,986 | 1.94 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $50,634,000 | 120,408 | 12.85 | 11.73 | 3,828 | 3.28 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $49,920,000 | 276,751 | 12.67 | 11.87 | -78 | -0.03 | 03-31-2024 |
| SYNOVUS FINL CORP | COM NEW | 4 | $37,425,000 | 934,233 | 9.50 | 9.93 | 181 | 0.02 | 03-31-2024 |
