Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BRUDERMAN ASSET MANAGEMENT LLC | 08-15-2022 | 06-30-2022 | 64 | 55,725,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $3,234,000 | 12,592 | 5.80 | 5.60 | 553 | 4.59 | 06-30-2022 |
APPLE INC | COM | 2 | $2,591,000 | 18,950 | 4.65 | 4.65 | 1,277 | 7.23 | 06-30-2022 |
NEXTERA ENERGY INC | COM | 3 | $2,124,000 | 27,427 | 3.81 | 3.60 | -770 | -2.73 | 06-30-2022 |
COSTCO WHSL CORP NEW | COM | 4 | $2,098,000 | 4,378 | 3.76 | 3.93 | -149 | -3.29 | 06-30-2022 |