Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDELL FRAZIER INVESTMENT COUNSELLING LLC | 02-13-2024 | 12-31-2023 | 87 | 363,494,655 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $34,103,746 | 177,135 | 0.01 | 0.01 | -76,733 | -30.23 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 2 | $29,707,054 | 155,396 | 0.01 | 0.01 | 23,839 | 18.12 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $20,753,333 | 136,589 | 0.01 | 0.00 | 7,199 | 5.56 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4 | $13,388,641 | 98,172 | 0.00 | 0.00 | -2,929 | -2.90 | 12-31-2023 |
