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Company Main View
Name:
McBroom & Associates LLC
City:
LAS VEGAS
State:
NV
Zip:
89134
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$151,873,000
Total Value Change :
$14,665,000
Securities Held Change :
0
All Securities Held :
33
New Positions
:
1
Closed Positions
:
1
Increased Positions
:
11
Unchanged Positions
:
3
Decreased Positions
:
18
Download
Free Registration Required For Full Results
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
CVX
Chevron Corp
29
-
$158.26
$567,000
3,597
0.37%
30,000
0
0
Integrated Oil & Gas
DFAC
Dimensional U S Core Equity...
32
-
$31.59
$300,000
9,403
0.2%
25,000
0
0.001
N/A
KO
Coca-Cola Co
33
-
$61.97
$245,000
4,000
0.16%
9,000
0
0
Beverage Soft Drinks...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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