Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA INVESTMENT COUNSELORS INC | 04-25-2024 | 03-31-2024 | 194 | 1,552,629,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 101 | $1,730,727 | 4,116 | 0.00 | 0.00 | 309 | 8.12 | 03-31-2024 |
| HP INC | COM | 102 | $1,722,827 | 57,009 | 0.00 | 0.00 | -15,359 | -21.22 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 103 | $1,710,217 | 10,811 | 0.00 | 0.00 | -1,705 | -13.62 | 03-31-2024 |
| XPO INC | COM | 104 | $1,617,996 | 13,259 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
