Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | 10-10-2023 | 09-30-2023 | 620 | 365,314,384 |
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 |