Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FRONTIER WEALTH MANAGEMENT LLC | 08-12-2022 | 06-30-2022 | 399 | 8,024,479,000 |
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 |