Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCULATI WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 103 | 231,848,353 |
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 | $21,483,946 | 51,089 | 0.01 | 0.01 | -577 | -1.12 | 03-31-2024 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 2 | $11,191,306 | 243,607 | 0.00 | 0.00 | 5,185 | 2.17 | 03-31-2024 |
| APPLE INC | COM | 3 | $10,516,565 | 61,328 | 0.00 | 0.01 | -125 | -0.20 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 4 | $10,404,385 | 43,395 | 0.00 | 0.00 | 2,395 | 5.84 | 03-31-2024 |
