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  Name: GIRARD PARTNERS LTD.
  City: KING OF PRUSSIA
  State: PA
  Zip: 19406
   
Achive data
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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 : 15     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
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 67 - $56.56 $3,454,000 57,209 0.33% -243,000 0 0.003    Domestic Money Center...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 132 - $615,900.00 $1,269,000 2 0.12% 184,000 0 0    Property & Casualty I...
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 136 - $116.41 $1,129,000 8,552 0.11% 88,000 0 0.004    Medical Appliances & ...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 166 - $290.42 $648,000 2,249 0.06% 58,000 0 0.002    Closed - End Fund - E...
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 194 - $0.00 $452,000 11,404 0.04% 24,000 0 0.001    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 209 - $26.09 $399,000 15,690 0.04% 16,000 0 0.002    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 214 - $236.59 $372,000 1,473 0.04% 40,000 0 0    Lodging
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 230 - $264.76 $288,000 1,110 0.03% 37,000 0 0    Property & Casualty I...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 232 - $92.06 $279,000 2,980 0.03% 11,000 0 0.003    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 234 - $59.09 $267,000 4,629 0.03% 26,000 0 0.001    Domestic Money Center...
   (LNKB)1 Year Chart         LNKB Linkbancorp, Inc. 245 - $0.00 $230,000 33,083 0.02% -34,000 0 0.222    N/A
   (TMST)1 Year Chart         TMST Timkensteel Corp 248 - $23.36 $223,000 10,000 0.02% -12,000 0 0.022    N/A
   (YUM)1 Year Chart         YUM YUM! Brands Inc 251 - $134.34 $220,000 1,586 0.02% 13,000 0 0.001    Restaurants
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 254 - $76.29 $213,000 2,779 0.02% -1,000 0 0.001    Closed - End Fund - E...
   (PSEC)1 Year Chart         PSEC Prospect Capital Corp 262 - $5.69 $83,000 15,063 0.01% -7,000 0 0.004    Asset Management
      15 Records Found
  1    
Page 1 of 1
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