Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCULATI WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 102 | 214,647,376 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $18,427,196 | 51,666 | 0.01 | 0.01 | -45 | -0.09 | 12-31-2023 |
| APPLE INC | COM | 2 | $11,831,568 | 61,453 | 0.01 | 0.01 | -217 | -0.35 | 12-31-2023 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 3 | $10,011,340 | 238,422 | 0.00 | 0.00 | 1,898 | 0.80 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 4 | $8,944,150 | 41,000 | 0.00 | 0.00 | 867 | 2.16 | 12-31-2023 |
