Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOYLECOHEN LLC | 02-09-2024 | 12-31-2023 | 271 | 1,223,626,826 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $126,326,453 | 656,139 | 0.01 | 0.01 | -5,477 | -0.83 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $61,523,145 | 163,608 | 0.01 | 0.00 | -1,658 | -1.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $30,377,268 | 217,462 | 0.00 | 0.00 | -3,190 | -1.45 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $28,236,060 | 79,168 | 0.00 | 0.00 | 3,176 | 4.18 | 12-31-2023 |
