09/27/2023
- Large advisory firm
5
3
SEC, Approved, 11/24/1982
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gurufocus.com| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| 037833100 | APPLE INC | $11,908,500 | 7.00% | -11.00% | 0.00% |
| 594918104 | MICROSOFT CORP | $12,387,581 | 7.00% | 11.00% | 0.00% |
| 883556102 | THERMO FISHER SCIENTIFIC INC | $6,218,366 | 4.00% | 8.00% | -2.00% |
| 808524862 | SCHWAB STRATEGIC TR | $4,514,384 | 3.00% | -2.00% | -2.00% |
| 64110L106 | NETFLIX INC | $4,784,546 | 3.00% | 25.00% | 0.00% |
| 571748102 | MARSH & MCLENNAN COS INC | $5,478,862 | 3.00% | 9.00% | 0.00% |
| 68389X105 | ORACLE CORP | $4,801,819 | 3.00% | 26.00% | 6.00% |
| 023135106 | AMAZON COM INC | $5,130,368 | 3.00% | 21.00% | 2.00% |
| 02079K305 | ALPHABET INC | $5,533,999 | 3.00% | 8.00% | 0.00% |
| 02079K107 | ALPHABET INC | $5,553,227 | 3.00% | 10.00% | 2.00% |