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  Name: AAFCPAs Wealth Management LLC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,242,000
  Total Value Change : $10,621,000
  Securities Held Change : -3
   
All Securities Held : 43
  New Positions : 4
  Closed Positions : 7
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 17

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (GOOG)1 Year Chart         GOOG Alphabet Inc 14 - $177.29 $2,001,000 13,142 1.13% 149,000 0 0    Search Engines & Info...
   (FB)1 Year Chart         FB Meta Platforms Inc 16 - $471.91 $1,136,000 2,340 0.64% 308,000 0 0    Internet Service Prov...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 24 - $629,375.00 $634,000 1 0.36% 91,000 0 0    Property & Casualty I...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 25 - $416.94 $576,000 1,370 0.32% 87,000 0 0    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 27 - $184.70 $535,000 2,964 0.3% 85,000 0 0    Internet Software & S...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 33 - $154.64 $350,000 2,214 0.2% 3,000 0 0    Drug Manufacturers - ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 36 - $770.00 $270,000 347 0.15% 68,000 0 0    Drug Manufacturers - ...
   (ACRV)1 Year Chart         ACRV Acrivon Therapeutics, Inc. 43 - $8.89 $76,000 10,678 0.04% 23,000 0 0.051    N/A

      8 Records Found
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