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| Name: |
AllGen Financial Advisors Inc. |
| City: |
Orlando |
| State: |
FL |
| Zip: |
32801 |
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data |
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| Holdings
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8 |
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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 |
|
VGSH |
Vanguard Scottsdale Funds |
2 |
New |
$57.78 |
$31,926,000 |
549,779 |
12.99% |
31,926,000 |
549,779 |
0.061 |
Closed - End Fund - Debt |
|
|
QQQ |
Invesco QQQ Trust Series I |
8 |
New |
$457.95 |
$6,382,000 |
14,372 |
2.6% |
6,382,000 |
14,372 |
0.003 |
Closed - End Fund - Debt |
|
|
BRK.B |
Berkshire Hathaway B |
9 |
New |
$407.41 |
$6,180,000 |
14,697 |
2.52% |
6,180,000 |
14,697 |
0.001 |
Property & Casualty I... |
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JNJ |
Johnson & Johnson |
12 |
New |
$146.97 |
$5,006,000 |
31,645 |
2.04% |
5,006,000 |
31,645 |
0.001 |
Drug Manufacturers - ... |
|
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CALF |
Pacer Us Small Cap Cash Cow... |
16 |
New |
$0.00 |
$3,458,000 |
70,351 |
1.41% |
3,458,000 |
70,351 |
0.068 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
34 |
New |
$1,064.69 |
$248,000 |
275 |
0.1% |
248,000 |
275 |
0 |
Semiconductor - Speci... |
|
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TSLA |
Tesla Motors Inc |
36 |
New |
$177.81 |
$221,000 |
1,260 |
0.09% |
221,000 |
1,260 |
0 |
Auto Manufacturers |
|
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VMC |
Vulcan Materials Co |
37 |
New |
$259.25 |
$210,000 |
770 |
0.09% |
210,000 |
770 |
0.001 |
General Building Mate... |
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