|
|
Name: |
AAFCPAs Wealth Management LLC |
City: |
WESTBOROUGH |
State: |
MA |
Zip: |
01581 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
GOOG |
Alphabet Inc |
14 |
- |
$177.29 |
$2,001,000 |
13,142 |
1.13% |
149,000 |
0 |
0 |
Search Engines & Info... |
|
FB |
Meta Platforms Inc |
16 |
- |
$471.91 |
$1,136,000 |
2,340 |
0.64% |
308,000 |
0 |
0 |
Internet Service Prov... |
|
BRK.A |
Berkshire Hathaway Inc |
24 |
- |
$629,375.00 |
$634,000 |
1 |
0.36% |
91,000 |
0 |
0 |
Property & Casualty I... |
|
BRK.B |
Berkshire Hathaway B |
25 |
- |
$416.94 |
$576,000 |
1,370 |
0.32% |
87,000 |
0 |
0 |
Property & Casualty I... |
|
AMZN |
Amazon.com Inc |
27 |
- |
$184.70 |
$535,000 |
2,964 |
0.3% |
85,000 |
0 |
0 |
Internet Software & S... |
|
JNJ |
Johnson & Johnson |
33 |
- |
$154.64 |
$350,000 |
2,214 |
0.2% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
|
LLY |
Eli Lilly & Co |
36 |
- |
$770.00 |
$270,000 |
347 |
0.15% |
68,000 |
0 |
0 |
Drug Manufacturers - ... |
|
ACRV |
Acrivon Therapeutics, Inc. |
43 |
- |
$8.89 |
$76,000 |
10,678 |
0.04% |
23,000 |
0 |
0.051 |
N/A |
|