Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ASSET ADVISORY SERVICES LLC 04-12-2024 03-31-2024 314 1,745,785,040
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DANAHER CORPORATION COM 101 $2,402,026 9,833 0.00 0.00 -372 -3.65 03-31-2024
MARSH & MCLENNAN COS INC COM 102 $2,393,620 11,643 0.00 0.00 878 8.16 03-31-2024
INTEL CORP COM 103 $2,360,829 60,988 0.00 0.00 8,658 16.55 03-31-2024
INTUITIVE SURGICAL INC COM NEW 104 $2,350,148 6,051 0.00 0.00 356 6.25 03-31-2024
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