Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOGY JOEL R INVESTMENT COUNSEL INC | 04-29-2024 | 03-31-2024 | 121 | 1,471,121,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 101 | $828,470 | 11,452 | 0.00 | 0.00 | -1,500 | -11.58 | 03-31-2024 |
| PFIZER INC | COM | 102 | $732,212 | 26,386 | 0.00 | 0.00 | -37,143 | -58.47 | 03-31-2024 |
| CSX CORP | COM | 103 | $667,260 | 18,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALTRIA GROUP INC | COM | 104 | $564,879 | 12,950 | 0.00 | 0.00 | -1,600 | -11.00 | 03-31-2024 |
