Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Sebold Capital Management Inc.
  City: LISLE
  State: IL
  Zip: 60532
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,179,000
  Total Value Change : $12,782,000
  Securities Held Change : 3
   
All Securities Held : 71
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 29
  Unchanged Positions : 9
  Decreased Positions : 29

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

   
Holdings Found : 9     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
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 40 - $118.42 $514,000 4,249 0.35% 40,000 0 0.001    Closed - End Fund - Debt
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 48 - $40.91 $387,000 8,996 0.26% 8,000 0 0.001    N/A
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 50 - $30.48 $380,000 11,621 0.26% 6,000 0 0.02    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 60 - $43.76 $293,000 7,024 0.2% 4,000 0 0    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 65 - $181.11 $251,000 1,308 0.17% 16,000 0 0.001    Closed - End Fund - E...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 67 - $0.00 $236,000 3,429 0.16% 8,000 0 0.004    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 68 - $37.60 $232,000 6,028 0.16% 16,000 0 0.007    Closed - End Fund - Debt
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 69 - $46.71 $229,000 4,641 0.15% 10,000 0 0    Closed - End Fund - Debt
   (XLU)1 Year Chart         XLU SPDR Utilities Select 70 - $69.94 $228,000 3,472 0.15% 8,000 0 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results