Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Mayfair Advisory Group LLC
  City: BIRMINGHAM
  State: AL
  Zip: 35223
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $137,782,000
  Total Value Change : $20,350,000
  Securities Held Change : 5
   
All Securities Held : 136
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 86
  Unchanged Positions : 10
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... 26 New $0.00 $1,161,000 33,707 0.84% 1,161,000 33,707 0.508    N/A
   (DDEC)1 Year Chart         DDEC Ft Cboe Vest Us Equity Deep... 34 New $0.00 $793,000 21,164 0.58% 793,000 21,164 0.235    N/A
   (DFEB)1 Year Chart         DFEB Ft Cboe Vest Us Equity Deep... 46 New $0.00 $605,000 15,480 0.44% 605,000 15,480 0.101    N/A
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 52 New $0.00 $533,000 15,284 0.39% 533,000 15,284 0.17    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 59 New $242.07 $506,000 2,025 0.37% 506,000 2,025 0.001    Closed - End Fund - E...
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 64 New $35.85 $469,000 13,159 0.34% 469,000 13,159 0.001    N/A
   (DJAN)1 Year Chart         DJAN Ft Cboe Vest Us Equity Deep... 66 New $0.00 $441,000 12,239 0.32% 441,000 12,239 0.136    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 105 New $101.54 $274,000 2,242 0.2% 274,000 2,242 0    Entertainment - Diver...
   (TGT)1 Year Chart         TGT Target Corp 108 New $146.00 $262,000 1,478 0.19% 262,000 1,478 0    Discount, Variety Stores
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 128 New $49.56 $215,000 4,294 0.16% 215,000 4,294 0.001    Closed - End Fund - F...
   (OKE)1 Year Chart         OKE ONEOK Inc 129 New $78.65 $215,000 2,676 0.16% 215,000 2,676 0    Gas Utilities
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 131 New $490.69 $212,000 428 0.15% 212,000 428 0    Health Care Plans
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 132 New $227.79 $211,000 894 0.15% 211,000 894 0.002    Closed - End Fund - Debt
   (MRO)1 Year Chart         MRO Marathon Oil Corp 133 New $27.87 $206,000 7,259 0.15% 206,000 7,259 0.001    Oil & Gas Refining, P...

      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results