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Signature - Title
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E. Carter Morris IV - CCO
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Location
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Palm Beach Gardens, FL
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Holdings as of
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December 31, 2023
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Value $
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$283M
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Num holdings
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558
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Date filed
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1/17/2024, 10:15 AM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included SPY, CSHI, SPYV, SPYG, and AAPL.
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Options Holdings
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Showing stock holdings,
see here
for options holdings