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  Name: DREXEL MORGAN & CO.
  City: RADNOR
  State: PA
  Zip: 190874546
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $432,663,000
  Total Value Change : $65,122,000
  Securities Held Change : 4
   
All Securities Held : 51
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 24
  Unchanged Positions : 20
  Decreased Positions : 3

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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 38 New $196.48 $575,000 2,866 0.13% 575,000 2,866 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 42 New $57.68 $392,000 1,413 0.09% 392,000 1,413 0.001    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 48 New $404.91 $247,000 693 0.06% 247,000 693 0    Property & Casualty I...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 50 New $0.00 $219,000 3,110 0.05% 219,000 3,110 0    N/A

      4 Records Found
  1    
Page 1 of 1
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