Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: McBroom & Associates LLC
  City: LAS VEGAS
  State: NV
  Zip: 89134
   
Achive data
  View Filing Period:
  
 
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

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

   
Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (CVX)1 Year Chart         CVX Chevron Corp 29 - $158.26 $567,000 3,597 0.37% 30,000 0 0    Integrated Oil & Gas
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 32 - $31.59 $300,000 9,403 0.2% 25,000 0 0.001    N/A
   (KO)1 Year Chart         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
Free Registration Required For Full Results