Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SMITH SALLEY & ASSOCIATES | 01-23-2023 | 12-31-2023 | 373 | 1,547,580,251 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $102,342,173 | 272,160 | 0.01 | 0.01 | 7,179 | 2.71 | 12-31-2023 |
APPLE INC | COM | 2 | $90,960,154 | 472,447 | 0.01 | 0.01 | 13,039 | 2.84 | 12-31-2023 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $42,903,538 | 120,294 | 0.00 | 0.00 | 3,673 | 3.15 | 12-31-2023 |
AMAZON COM INC | COM | 4 | $42,653,752 | 280,728 | 0.00 | 0.00 | 10,394 | 3.84 | 12-31-2023 |