0001622820-24-000001.txt : 20240515
0001622820-24-000001.hdr.sgml : 20240515
20240515121029
ACCESSION NUMBER: 0001622820-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Rosenbaum Jay D.
CENTRAL INDEX KEY: 0001622820
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16380
FILM NUMBER: 24948583
MAIL ADDRESS:
STREET 1: C/O NIXON PEABODY LLP
STREET 2: 53 STATE STREET
CITY: BOSTON
STATE: MA
ZIP: 02109-2835
13F-HR
1
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0001622820
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03-31-2024
03-31-2024
Rosenbaum Jay D.
C/O NIXON PEABODY LLP
53 STATE STREET
BOSTON
MA
02109-2835
13F COMBINATION REPORT
028-16380
0001381296
028-12908
Aureus Asset Management, LLC
0001008877
028-05258
WOODSTOCK CORP
0001161787
028-11496
UBS FINANCIAL SERVICES INC
0001352469
028-11603
Vontobel Swiss Financial Advisers AG
N
Dennis Kushmerek
Trust Operations Senior Specialist
617-345-6136
Dennis Kushmerek
Boston
MA
05-15-2024
0
30
17602828
false
INFORMATION TABLE
2
13F20240331JDR.xml
JDR 1Q 2024
Adobe Inc
Com
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SH
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524
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0
Alphabet Inc Cl C
Com
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1460
SH
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Alphabet Inc Cl A
Com
02079K305
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SH
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0
3362
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Amazon.com Inc
Com
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720077
3992
SH
SOLE
0
3992
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American Express Co
Com
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SH
SOLE
0
1063
0
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American Tower Corp
Com
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SH
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Apple Inc
Com
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SH
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3691
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Blackstone Inc
Com
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SH
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Booking Holdings Inc
Com
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Booz Allen Hamilton Holding Corp
Com
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Broadcom Inc
Com
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225
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Comstock Resources Inc
Com
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Meta Platforms Inc
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Fortive Corp
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HealthEquity Inc
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Home Depot Inc
Com
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Microsoft Corp
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Net Power Inc Cl A
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NextEra Energy Inc
Com
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NVIDIA Corp
Com
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S&P Global Inc
Com
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Salesforce Inc
Com
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Charles Schwab Corp
Com
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Sherwin-Williams Co
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Thermo Fisher Scientific Inc
Com
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UnitedHealth Group Inc
Com
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Visa Inc Cl A
Com
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Wabtec Corp
Com
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Waste Connections Inc
Com
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