Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAUN-BOSTICH & ASSOCIATES INC | 01-29-2024 | 12-31-2023 | 121 | 110,735,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 51 | $643,135 | 1,078 | 0.00 | 0.00 | 577 | 115.17 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $605,070 | 1,273 | 0.00 | 0.00 | 639 | 100.79 | 12-31-2023 |
| INTUIT | COM | 53 | $593,153 | 949 | 0.00 | 0.00 | -1 | -0.11 | 12-31-2023 |
| VISA INC | COM CL A | 54 | $574,332 | 2,206 | 0.00 | 0.00 | 52 | 2.41 | 12-31-2023 |
