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  Name: Sara-Bay Financial
  City: SARASOTA
  State: FL
  Zip: 34232
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $222,941,000
  Total Value Change : $17,885,000
  Securities Held Change : 1
   
All Securities Held : 78
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 26
  Unchanged Positions : 23
  Decreased Positions : 26

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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
   (RXST)1 Year Chart         RXST Rxsight, Inc. 11 New $59.31 $5,399,000 106,976 2.42% 5,399,000 106,976 0.298    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 12 New $50.43 $4,477,000 88,982 2.01% 4,477,000 88,982 0.017    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 77 New $412.05 $225,000 535 0.1% 225,000 535 0    Property & Casualty I...

      3 Records Found
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