Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARBOR WEALTH MANAGEMENT LLC | 01-19-2022 | 12-31-2021 | 62 | 456,155,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $98,054,000 | 327,940 | 21.50 | 20.96 | 1,933 | 0.59 | 12-31-2021 |
ALPHABET INC | CAP STK CL A | 2 | $45,379,000 | 15,664 | 9.95 | 9.45 | 656 | 4.37 | 12-31-2021 |
CHARTER COMMUNICATIONS INC N | CL A | 3 | $44,120,000 | 67,672 | 9.67 | 11.33 | 1,540 | 2.33 | 12-31-2021 |
KKR & CO INC | COM | 4 | $40,179,000 | 539,316 | 8.81 | 7.78 | -3,490 | -0.64 | 12-31-2021 |