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  Name: Aufman Associates Inc
  City: SEWICKLEY
  State: PA
  Zip: 15143
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,041,000
  Total Value Change : $9,538,000
  Securities Held Change : 3
   
All Securities Held : 46
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 14
  Decreased Positions : 15

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Holdings Found : 3     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
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 23 New $0.00 $458,000 4,300 0.32% 458,000 4,300 0.001    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 42 New $481.54 $259,000 533 0.18% 259,000 533 0    Internet Service Prov...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 45 New $86.66 $206,000 2,445 0.15% 206,000 2,445 0    Closed - End Fund - E...

      3 Records Found
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