Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDELL FRAZIER INVESTMENT COUNSELLING LLC | 05-14-2024 | 03-31-2024 | 96 | 400,148,122 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 1 | $31,861,502 | 154,878 | 0.01 | 0.01 | -518 | -0.33 | 03-31-2024 |
| APPLE INC | COM | 2 | $29,214,895 | 170,369 | 0.01 | 0.01 | -6,766 | -3.82 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $17,643,149 | 97,811 | 0.00 | 0.01 | -38,778 | -28.39 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4 | $14,209,939 | 96,189 | 0.00 | 0.00 | -1,983 | -2.02 | 03-31-2024 |
