Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Auour Investments LLC
  City: WENHAM
  State: MA
  Zip: 01984
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $270,974,000
  Total Value Change : $17,236,000
  Securities Held Change : 7
   
All Securities Held : 80
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 13
  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 : 13     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
   (TYRA)1 Year Chart         TYRA Tyra Biosciences, Inc. 38 - $0.00 $1,394,000 85,020 0.51% 258,000 0 0.206    N/A
   (ACGL)1 Year Chart         ACGL Arch Capital Group Ltd 41 - $100.57 $971,000 10,500 0.36% 127,000 0 0.003    Property & Casualty I...
   (AVIR)1 Year Chart         AVIR Atea Pharmaceuticals, Inc. 47 - $0.00 $715,000 177,000 0.26% 44,000 0 0.214    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 51 - $167.06 $547,000 3,373 0.2% 28,000 0 0    Cleaning Products
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 56 - $112.75 $468,000 4,023 0.17% 74,000 0 0    Integrated Oil & Gas
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 60 - $303.23 $362,000 1,208 0.13% 26,000 0 0.002    Closed - End Fund - E...
   (CTAS)1 Year Chart         CTAS Cintas Corp 62 - $682.17 $347,000 505 0.13% 42,000 0 0    Business Services
   (HD)1 Year Chart         HD Home Depot Inc 64 - $327.03 $322,000 839 0.12% 28,000 0 0    Home Improvement Stores
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 67 - $147.08 $268,000 1,695 0.1% -3,000 0 0    Drug Manufacturers - ...
   (SHW)1 Year Chart         SHW Sherwin Williams Co 68 - $291.95 $244,000 702 0.09% 30,000 0 0    General Building Mate...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 72 - $167.13 $220,000 1,256 0.08% 16,000 0 0.002    Closed - End Fund - E...
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 75 - $67.48 $214,000 3,330 0.08% 12,000 0 0    Closed - End Fund - Debt
   (MCRB)1 Year Chart         MCRB Seres Therapeutics, Inc. 79 - $0.61 $13,000 17,000 0% -8,000 0 0.014    N/A

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