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| Name: |
GoalFusion Wealth Management LLC |
| City: |
AUSTIN |
| State: |
TX |
| Zip: |
78750 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
AIZ |
Assurant Inc |
17 |
- |
$172.45 |
$489,000 |
2,599 |
0.31% |
51,000 |
0 |
0.004 |
Life & Health Insurance |
|
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BRK.B |
Berkshire Hathaway B |
18 |
- |
$409.85 |
$469,000 |
1,116 |
0.3% |
71,000 |
0 |
0 |
Property & Casualty I... |
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ADI |
Analog Devices Inc |
19 |
- |
$235.68 |
$465,000 |
2,350 |
0.3% |
-2,000 |
0 |
0 |
Semiconductor- Broad... |
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NEE |
NextEra Energy |
23 |
- |
$77.05 |
$298,000 |
4,660 |
0.19% |
15,000 |
0 |
0 |
Electric Utilities |
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COST |
Costco Wholesale Corp |
25 |
- |
$834.30 |
$284,000 |
388 |
0.18% |
28,000 |
0 |
0 |
Discount, Variety Stores |
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IBM |
International Business Mach... |
26 |
- |
$167.38 |
$268,000 |
1,403 |
0.17% |
39,000 |
0 |
0 |
Diversified Computer ... |
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BLBX |
Blackboxstocks Ord Shs |
29 |
- |
$0.00 |
$92,000 |
36,667 |
0.06% |
-11,000 |
0 |
0.284 |
N/A |
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