Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STILES FINANCIAL SERVICES INC | 04-30-2024 | 03-31-2024 | 175 | 249,542,088 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $14,701,234 | 16,330 | 0.01 | 0.00 | -1,061 | -6.10 | 03-31-2024 |
| APPLE INC | COM | 2 | $9,047,694 | 52,754 | 0.00 | 0.00 | -895 | -1.67 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $7,111,477 | 39,425 | 0.00 | 0.00 | -300 | -0.76 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $6,403,749 | 15,306 | 0.00 | 0.00 | 104 | 0.68 | 03-31-2024 |
