Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAPWEALTH ADVISORS LLC | 01-31-2024 | 12-31-2023 | 99 | 819,902,164 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1 | $42,688,992 | 119,691 | 0.01 | 0.01 | -5,050 | -4.05 | 12-31-2023 |
MICROSOFT CORP COM | Stock | 2 | $38,625,504 | 102,716 | 0.00 | 0.00 | -1,234 | -1.19 | 12-31-2023 |
APPLE INC COM | Stock | 3 | $34,029,848 | 176,751 | 0.00 | 0.00 | -2,916 | -1.62 | 12-31-2023 |
WILLIAMS COS INC COM | Stock | 4 | $30,855,147 | 885,878 | 0.00 | 0.00 | -26,123 | -2.86 | 12-31-2023 |