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Name: |
R.P. Boggs & Co. Wealth Mangement |
City: |
LAKE WYLIE |
State: |
SC |
Zip: |
29710 |
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Holdings
Found :
12 |
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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 |
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ROAD |
Construction Partners, Inc. |
1 |
- |
$53.57 |
$23,945,000 |
426,445 |
13.95% |
5,237,000 |
-3,435 |
0.981 |
N/A |
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REGN |
Regeneron Pharmaceuticals Inc |
2 |
- |
$1,002.95 |
$15,451,000 |
16,053 |
9% |
1,232,000 |
-136 |
0.015 |
Biotechnology |
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GLD |
streetTRACKS Gold Trust |
5 |
- |
$211.60 |
$10,672,000 |
51,874 |
6.22% |
582,000 |
-905 |
0.012 |
Closed - End Fund - E... |
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HEI.A |
Heico Corp Class A |
7 |
- |
$176.78 |
$8,286,000 |
53,826 |
4.83% |
577,000 |
-292 |
0.067 |
Aerospace/Defense Pro... |
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BIN |
Waste Connections, Inc |
8 |
- |
$165.54 |
$8,245,000 |
47,935 |
4.8% |
982,000 |
-723 |
0.018 |
Waste Management |
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SCI |
Service Corp International |
9 |
- |
$71.26 |
$8,063,000 |
108,651 |
4.7% |
564,000 |
-900 |
0.062 |
Personal Services |
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CTOS |
Custom Truck One Source Ord... |
11 |
- |
$4.68 |
$7,668,000 |
1,317,591 |
4.47% |
-476,000 |
-230 |
0.534 |
N/A |
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FSV |
FirstService Corporation |
12 |
- |
$149.98 |
$7,640,000 |
46,078 |
4.45% |
157,000 |
-85 |
0.106 |
N/A |
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LHX |
L3harris Technologies Inc |
15 |
- |
$221.90 |
$6,868,000 |
32,230 |
4% |
45,000 |
-165 |
0.015 |
Communication Equipment |
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TYL |
Tyler Technologies Inc |
16 |
- |
$481.84 |
$6,810,000 |
16,024 |
3.97% |
64,000 |
-111 |
0.04 |
Information Technolog... |
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DHR |
Danaher Corp |
17 |
- |
$263.08 |
$6,716,000 |
26,892 |
3.91% |
451,000 |
-190 |
0.004 |
General Building Mate... |
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IAU |
iShares COMEX Gold Trust |
19 |
- |
$43.24 |
$398,000 |
9,475 |
0.23% |
23,000 |
-130 |
0.001 |
Closed - End Fund - E... |
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