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  Name: GIRARD PARTNERS LTD.
  City: KING OF PRUSSIA
  State: PA
  Zip: 19406
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,062,070,000
  Total Value Change : $76,621,000
  Securities Held Change : 16
   
All Securities Held : 262
  New Positions : 23
  Closed Positions : 9
  Increased Positions : 104
  Unchanged Positions : 15
  Decreased Positions : 120

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Holdings Found : 23     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
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 46 New $42.62 $5,813,000 135,057 0.55% 5,813,000 135,057 0.015    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 51 New $75.27 $4,857,000 67,135 0.46% 4,857,000 67,135 0.004    Investment Brokerage ...
   (INGR)1 Year Chart         INGR Ingredion Incorporated 146 New $118.32 $949,000 8,123 0.09% 949,000 8,123 0.012    Processed & Packaged ...
   (SNA)1 Year Chart         SNA Snap-On Inc 154 New $276.17 $845,000 2,854 0.08% 845,000 2,854 0.005    Small Tools & Accesso...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 158 New $27.46 $770,000 14,442 0.07% 770,000 14,442 0.002    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 170 New $76.52 $626,000 8,222 0.06% 626,000 8,222 0.006    N/A
   (VLO)1 Year Chart         VLO Valero Energy Corp 187 New $162.00 $527,000 3,086 0.05% 527,000 3,086 0    Oil & Gas Refining, P...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 199 New $344.20 $440,000 1,306 0.04% 440,000 1,306 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 218 New $80.80 $343,000 4,300 0.03% 343,000 4,300 0.001    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 221 New $220.11 $318,000 1,721 0.03% 318,000 1,721 0.001    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 235 New $547.80 $265,000 512 0.02% 265,000 512 0    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 238 New $965.77 $256,000 264 0.02% 256,000 264 0    Semiconductor Equipme...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 243 New $333.53 $237,000 789 0.02% 237,000 789 0    Diversified Machinery
   (HOG)1 Year Chart         HOG Harley Davidson Inc 244 New $39.10 $234,000 5,348 0.02% 234,000 5,348 0.003    Recreational Vehicles
   (GWW)1 Year Chart         GWW WW Grainger Inc 247 New $963.91 $228,000 224 0.02% 228,000 224 0    Electronics Wholesale
   (CI)1 Year Chart         CI Cigna Corporation 249 New $336.47 $221,000 609 0.02% 221,000 609 0    Health Care Plans
   (MCK)1 Year Chart         MCK McKesson Corp 250 New $531.10 $220,000 410 0.02% 220,000 410 0.001    Drugs Wholesale
   (FE)1 Year Chart         FE FirstEnergy Corp 252 New $39.24 $219,000 5,680 0.02% 219,000 5,680 0.002    Electric Utilities
   (INTU)1 Year Chart         INTU Intuit Inc 256 New $670.27 $210,000 323 0.02% 210,000 323 0    Application Software
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 257 New $206.58 $207,000 985 0.02% 207,000 985 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 259 New $539.94 $203,000 388 0.02% 203,000 388 0    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 260 New $94.76 $202,000 2,245 0.02% 202,000 2,245 0    Personal Products
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 261 New $546.83 $201,000 361 0.02% 201,000 361 0.001    Closed - End Fund - E...

      23 Records Found
  1    
Page 1 of 1
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