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  Name: AllGen Financial Advisors Inc.
  City: Orlando
  State: FL
  Zip: 32801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $245,695,000
  Total Value Change : $53,420,000
  Securities Held Change : 6
   
All Securities Held : 38
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 12
  Unchanged Positions : 3
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed 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
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 40 Closed $228.79 $0 0 0% -2,121,000 -8,698 0    Medical Instruments &...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 39 Closed $42.36 $0 0 0% -4,607,000 -109,211 0    N/A

      2 Records Found
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