Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
M&R CAPITAL MANAGEMENT INC 10-10-2023 09-30-2023 620 365,314,384
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM Stock 1 $31,995,192 186,877 0.01 0.01 -1,964 -1.04 09-30-2023
BROADCOM INC COM Stock 2 $25,627,892 30,855 0.01 0.01 -235 -0.76 09-30-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 3 $22,707,847 64,824 0.01 0.01 108 0.17 09-30-2023
ALPHABET INC CAP STK CL A Stock 4 $17,032,345 130,157 0.00 0.00 -94 -0.07 09-30-2023
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