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  Name: Money Matters Financial Group Inc
  City: PHOENIX
  State: AZ
  Zip: 85027
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $88,239,000
  Total Value Change : $17,867,000
  Securities Held Change : 1
   
All Securities Held : 23
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     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
   (XLU)1 Year Chart         XLU SPDR Utilities Select 26 Closed $72.72 $0 0 0% -442,000 -7,542 0    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 25 Closed $38.05 $0 0 0% -361,000 -10,507 0    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 24 Closed $62.30 $0 0 0% -176,000 -3,424 0    Closed - End Fund - Debt

      3 Records Found
  1    
Page 1 of 1
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