Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAUSET WEALTH MANAGEMENT LLC | 04-28-2022 | 03-31-2022 | 125763 | 125,763,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $10,963,000 | 3,363 | 8.72 | 3,363 | +Inf | 03-31-2022 | |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 2 | $9,252,000 | 89,842 | 7.36 | 89,842 | +Inf | 03-31-2022 | |
| ISHARES TR | U.S. TECH ETF | 3 | $8,297,000 | 80,521 | 6.60 | 80,521 | +Inf | 03-31-2022 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $7,049,000 | 15,538 | 5.60 | 15,538 | +Inf | 03-31-2022 |
