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  Name: Rosenbaum Jay D.
  City: BOSTON
  State: MA
  Zip: 02110-2131
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $17,602,000
  Total Value Change : $-21,100,000
  Securities Held Change : -23
   
All Securities Held : 30
  New Positions : 7
  Closed Positions : 31
  Increased Positions : 1
  Unchanged Positions : 8
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $423.85 $1,038,000 2,467 5.9% -1,996,000 -5,601 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 4 - $184.30 $720,000 3,992 4.09% -1,170,000 -8,449 0    Internet Software & S...
   (AAPL)1 Year Chart         AAPL Apple Inc 5 - $196.89 $633,000 3,691 3.6% -1,504,000 -7,407 0    Personal Computers
   (FB)1 Year Chart         FB Meta Platforms Inc 6 - $492.96 $524,000 1,079 2.98% 93,000 -140 0    Internet Service Prov...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 8 - $174.46 $507,000 3,362 2.88% -262,000 -2,143 0    Search Engines & Info...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 9 - $1,208.88 $465,000 515 2.64% -429,000 -1,291 0    Semiconductor - Speci...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 12 - $241.85 $356,000 1,183 2.02% -676,000 -2,737 0    Internet Software & S...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 13 - $581.09 $356,000 613 2.02% -543,000 -1,080 0    Medical Laboratories ...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 15 - $1,406.64 $298,000 225 1.69% -490,000 -481 0    Semiconductor- Broad...
   (NEE)1 Year Chart         NEE NextEra Energy 17 - $75.39 $281,000 4,404 1.6% -338,000 -5,792 0    Electric Utilities
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 19 - $465.43 $264,000 524 1.5% -61,000 -20 0    Application Software
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 20 - $3,813.09 $258,000 71 1.47% -604,000 -172 0    Internet Software & S...
   (AMT)1 Year Chart         AMT American Tower Corp 24 - $194.26 $228,000 1,155 1.3% -436,000 -1,921 0    Integrated Telecommun...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 27 - $175.95 $222,000 1,460 1.26% -1,010,000 -7,285 0    Search Engines & Info...
      14 Records Found
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