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  Name: Heirloom Wealth Management
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $293,661,000
  Total Value Change : $33,096,000
  Securities Held Change : -3
   
All Securities Held : 49
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 13
  Unchanged Positions : 3
  Decreased Positions : 30

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 34 - $28.43 $476,000 16,319 0.16% 46,000 0 0.001    Independent Oil & Gas
   (BBCP)1 Year Chart         BBCP Concrete Pumping Holdings, Inc 35 - $0.00 $468,000 59,254 0.16% -18,000 0 0.205    N/A
   (OHI)1 Year Chart         OHI Omega Healthcare Investors Inc 48 - $31.92 $228,000 7,208 0.08% 7,000 0 0.003    REIT - Healthcare Fac...

      3 Records Found
  1    
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