Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPWEALTH ADVISORS LLC 01-31-2024 12-31-2023 99 819,902,164
Institutional Holdings
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
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