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  Name: Fonville Wealth Management LLC
  City: RICHMOND
  State: VA
  Zip: 23229
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,724,000
  Total Value Change : $37,234,000
  Securities Held Change : 8
   
All Securities Held : 94
  New Positions : 12
  Closed Positions : 4
  Increased Positions : 56
  Unchanged Positions : 9
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New 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
   (RTX)1 Year Chart         RTX RTX Corp 56 New $101.02 $685,000 7,025 0.3% 685,000 7,025 0.001    Conglomerates
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 67 New $90.45 $445,000 4,700 0.2% 445,000 4,700 0    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 70 New $57.31 $383,000 6,529 0.17% 383,000 6,529 0.001    Closed - End Fund - F...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 73 New $1,096.33 $348,000 385 0.15% 348,000 385 0    Semiconductor - Speci...
   (SO)1 Year Chart         SO Southern Co 74 New $80.14 $334,000 4,662 0.15% 334,000 4,662 0    Electric Utilities
   (JAGG)1 Year Chart         JAGG Jpmorgan Us Aggregate Bond Etf 77 New $45.17 $282,000 6,139 0.12% 282,000 6,139 0.014    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 81 New $0.00 $257,000 2,802 0.11% 257,000 2,802 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 84 New $414.40 $246,000 585 0.11% 246,000 585 0    Property & Casualty I...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 86 New $820.34 $237,000 305 0.1% 237,000 305 0    Drug Manufacturers - ...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 92 New $94.45 $207,000 2,235 0.09% 207,000 2,235 0    Closed - End Fund - Debt
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 93 New $147.05 $206,000 1,569 0.09% 206,000 1,569 0.001    Technical Services
   (VZ)1 Year Chart         VZ Verizon Communications Inc 94 New $41.15 $202,000 4,811 0.09% 202,000 4,811 0    Telecom Services - Do...
      12 Records Found
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