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| Name: |
Private Wealth Strategies L.L.C. |
| City: |
Worthington |
| State: |
OH |
| Zip: |
43085 |
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data |
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| Holdings
Found :
9 |
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Page 1 of 1 |
Menu
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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 |
|
UNH |
Unitedhealth Group Inc |
14 |
- |
$481.65 |
$4,105,000 |
8,299 |
0.89% |
-264,000 |
0 |
0.001 |
Health Care Plans |
|
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AMAT |
Applied Materials Inc |
21 |
- |
$216.54 |
$1,031,000 |
5,000 |
0.22% |
221,000 |
0 |
0.001 |
Semiconductor Equipme... |
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CAH |
Cardinal Health Inc |
26 |
- |
$97.71 |
$850,000 |
7,599 |
0.18% |
84,000 |
0 |
0.003 |
Drugs Wholesale |
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HSY |
Hershey Foods Corp |
28 |
- |
$193.13 |
$778,000 |
4,000 |
0.17% |
32,000 |
0 |
0.003 |
Confectioners |
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IIM |
Invesco Insured Muni Inc |
35 |
- |
$11.91 |
$594,000 |
49,522 |
0.13% |
13,000 |
0 |
0.239 |
Closed - End Fund - Debt |
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PEP |
Pepsico Inc |
38 |
- |
$170.48 |
$509,000 |
2,910 |
0.11% |
15,000 |
0 |
0 |
Beverage Soft Drinks... |
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GXC |
Strk Spdr S&P Ch Etf |
49 |
- |
$72.91 |
$347,000 |
5,281 |
0.08% |
-13,000 |
0 |
0.004 |
Closed - End Fund - E... |
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MMM |
3M Co |
63 |
- |
$98.20 |
$212,000 |
2,000 |
0.05% |
-7,000 |
0 |
0.152 |
Conglomerates |
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CYBN |
Cybin Inc |
69 |
- |
$0.35 |
$9,000 |
20,900 |
0% |
0 |
0 |
0.013 |
N/A |
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