Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREEGAN & NASSOURA FINANCIAL GROUP LLC | 05-15-2024 | 03-31-2024 | 77 | 149,552,064 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $7,647,899 | 18,178 | 0.01 | 0.01 | -780 | -4.11 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 2 | $6,558,661 | 32,744 | 0.00 | 0.00 | -375 | -1.13 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $6,461,290 | 15,365 | 0.00 | 0.00 | 170 | 1.12 | 03-31-2024 |
| BLACKSTONE INC | COM | 4 | $6,441,728 | 49,035 | 0.00 | 0.00 | -50 | -0.10 | 03-31-2024 |
