Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KITCHING PARTNERS LLC
  City: CONSHOHOCKEN
  State: PA
  Zip: 19428
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $52,672,000
  Total Value Change : $2,925,000
  Securities Held Change : 1
   
All Securities Held : 18
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 0

                  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:  Increased 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
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 1 - $181.62 $10,740,000 58,813 20.39% 823,000 616 0.016    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 2 - $49.56 $10,220,000 203,698 19.4% 601,000 2,885 0.009    Closed - End Fund - F...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 3 - $42.20 $7,390,000 173,688 14.03% 160,000 2,438 0.015    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 4 - $129.52 $6,624,000 50,474 12.58% 397,000 648 0.032    Closed - End Fund - E...
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 5 - $57.38 $3,235,000 54,604 6.14% -108,000 279 0.022    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 6 - $44.12 $2,939,000 69,953 5.58% 215,000 150 0.004    Closed - End Fund - E...
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 7 - $0.00 $2,702,000 54,532 5.13% 23,000 342 0.061    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 8 - $49.74 $2,486,000 49,125 4.72% -6,000 310 0.003    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 9 - $486.73 $2,116,000 4,401 4.02% 196,000 5 0    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 10 - $44.20 $1,347,000 32,252 2.56% 39,000 429 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 11 - $160.85 $674,000 4,141 1.28% 88,000 220 0.001    Closed - End Fund - E...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 13 - $108.98 $381,000 3,457 0.72% 31,000 26 0.004    N/A
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 15 - $57.78 $285,000 4,911 0.54% 0 33 0.001    Closed - End Fund - Debt

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