Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Fi3 FINANCIAL ADVISORS LLC
  City: Indianapolis
  State: IN
  Zip: 46290
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,442,000
  Total Value Change : $7,567,000
  Securities Held Change : 11
   
All Securities Held : 86
  New Positions : 15
  Closed Positions : 6
  Increased Positions : 39
  Unchanged Positions : 3
  Decreased Positions : 29

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

   
Holdings Found : 15     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
   (GE)1 Year Chart         GE General Electric Co 57 New $165.26 $296,000 1,803 0.14% 296,000 1,803 0    Conglomerates
   (BAC)1 Year Chart         BAC Bank of America Corp 58 New $39.17 $292,000 7,851 0.13% 292,000 7,851 0    Domestic Money Center...
   (MU)1 Year Chart         MU Micron Technology Inc 62 New $126.27 $253,000 2,205 0.12% 253,000 2,205 0    Semiconductor - Memor...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 63 New $458.15 $253,000 578 0.12% 253,000 578 0    Investment Brokerage ...
   (TGT)1 Year Chart         TGT Target Corp 65 New $144.41 $249,000 1,573 0.11% 249,000 1,573 0    Discount, Variety Stores
   (MINT)1 Year Chart         MINT Pimco ETF Trust 68 New $100.54 $243,000 2,424 0.11% 243,000 2,424 0    Closed - End Fund - Debt
   (RTX)1 Year Chart         RTX RTX Corp 72 New $101.02 $230,000 2,271 0.11% 230,000 2,271 0    Conglomerates
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 73 New $217.95 $226,000 1,108 0.1% 226,000 1,108 0    Semiconductor Equipme...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 75 New $72.34 $223,000 2,931 0.1% 223,000 2,931 0    Investment Brokerage ...
   (ETN)1 Year Chart         ETN Eaton Corp 77 New $338.42 $218,000 680 0.1% 218,000 680 0    Diversified Machinery
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 78 New $453.66 $213,000 490 0.1% 213,000 490 0    Closed - End Fund - Debt
   (LIN)1 Year Chart         LIN Linde Plc 79 New $432.30 $211,000 498 0.1% 211,000 498 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc 81 New $306.50 $205,000 659 0.09% 205,000 659 0.303    Biotechnology
   (UNP)1 Year Chart         UNP Union Pacific Corp 83 New $232.71 $204,000 849 0.09% 204,000 849 0    Railroads
   (MESO)1 Year Chart         MESO Mesoblast Ltd 85 New $8.16 $152,000 20,200 0.07% 152,000 20,200 0.018    N/A

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