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Company Main View
Name:
HERON FINANCIAL GROUP LLC
City:
NEW YORK
State:
NY
Zip:
10017
Achive data
View Filing Period:
Current Quarter
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-06-30
Total Value :
$185,558,000
Total Value Change :
$4,196,000
Securities Held Change :
-2
All Securities Held :
142
New Positions
:
2
Closed Positions
:
5
Increased Positions
:
48
Unchanged Positions
:
40
Decreased Positions
:
52
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Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
TQQQ
Proshares Ultrapro Qqq Etf
114
New
$67.12
$287,000
7,000
0.15%
287,000
7,000
0.011
Closed - End Fund - Debt
WFC
Wells Fargo & Co
138
New
$58.36
$204,000
4,774
0.11%
204,000
4,774
0.001
Domestic Money Center...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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