Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MJP ASSOCIATES INC /ADV | 04-11-2024 | 03-31-2024 | 226 | 459,645,473 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 51 | $1,483,165 | 9,741 | 0.00 | 0.00 | 1,677 | 20.80 | 03-31-2024 |
COSTCO WHSL CORP NEW | COM | 52 | $1,451,647 | 1,981 | 0.00 | 0.00 | 985 | 98.90 | 03-31-2024 |
DANAHER CORPORATION | COM | 53 | $1,363,306 | 5,459 | 0.00 | 0.00 | 858 | 18.65 | 03-31-2024 |
ISHARES TR | CORE S&P500 ETF | 54 | $1,332,004 | 2,534 | 0.00 | 0.00 | 85 | 3.47 | 03-31-2024 |