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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 : 9     View All Holdings Currently Viewing:  Closed 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
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 263 Closed $71.80 $0 0 0% -206,000 -2,795 0    Closed - End Fund - E...
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 269 Closed $0.00 $0 0 0% -230,000 -4,452 0    Closed - End Fund - Debt
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 268 Closed $51.94 $0 0 0% -217,000 -5,821 0    Water Utilities
   (DE)1 Year Chart         DE Deere & Co 267 Closed $386.01 $0 0 0% -339,000 -848 0    Farm & Construction M...
   (BV)1 Year Chart         BV Brightview Holdings Inc 266 Closed $13.90 $0 0 0% -683,000 -81,145 0    N/A
   (GIS)1 Year Chart         GIS General Mills Inc 265 Closed $70.35 $0 0 0% -278,000 -4,268 0    Food - Major Diversified
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 271 Closed $0.00 $0 0 0% -221,000 -9,163 0    N/A
   (O)1 Year Chart         O Realty Income Corp 264 Closed $53.72 $0 0 0% -217,000 -3,781 0    REIT - Retail
   (UAN)1 Year Chart         UAN Cvr Partners, Lp 270 Closed $0.85 $0 0 0% -295,000 -4,500 0    Agricultural & Fertil...

      9 Records Found
  1    
Page 1 of 1
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