Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FRONTIER WEALTH MANAGEMENT LLC 08-12-2022 06-30-2022 399 8,024,479,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $6,573,856,000 18,796,407 81.92 81.92 0 0.00 06-30-2022
SPDR SER TR BLOOMBERG 1-3 MO 2 $129,741,000 1,419,173 1.62 1.62 0 0.00 06-30-2022
SPDR SER TR PORTFOLIO AGRGTE 3 $97,300,000 3,583,777 1.21 1.21 0 0.00 06-30-2022
APPLE INC COM 4 $66,510,000 396,699 0.83 0.83 0 0.00 06-30-2022
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