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| Name: |
Heirloom Wealth Management |
| City: |
GREENWOOD VILLAGE |
| State: |
CO |
| Zip: |
80111 |
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data |
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Filing Period: |
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| Holdings
Found :
3 |
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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 |
|
GD |
General Dynamics Corp |
21 |
New |
$298.01 |
$4,871,000 |
17,244 |
1.66% |
4,871,000 |
17,244 |
0.006 |
Aerospace/Defense - M... |
|
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MINT |
Pimco ETF Trust |
45 |
New |
$100.49 |
$250,000 |
2,491 |
0.09% |
250,000 |
2,491 |
0.002 |
Closed - End Fund - Debt |
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TMO |
Thermo Fisher Scientific |
49 |
New |
$590.80 |
$219,000 |
377 |
0.07% |
219,000 |
377 |
0 |
Medical Laboratories ... |
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