Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| M&R CAPITAL MANAGEMENT INC | 04-01-2024 | 03-31-2024 | 549 | 408,266,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $29,149,306 | 169,877 | 0.01 | 0.01 | -17,000 | -9.10 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2 | $26,625,638 | 63,383 | 0.01 | 0.01 | -1,441 | -2.22 | 03-31-2024 |
| BROADCOM INC COM | Stock | 3 | $26,506,930 | 20,006 | 0.01 | 0.01 | -10,849 | -35.16 | 03-31-2024 |
| ALPHABET INC CAP STK CL A | Stock | 4 | $19,432,348 | 128,756 | 0.00 | 0.00 | -1,401 | -1.08 | 03-31-2024 |
