Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Ridgepath Capital Management LLC
  City: Knoxville
  State: TN
  Zip: 37922
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $88,871,000
  Total Value Change : $36,855,000
  Securities Held Change : 22
   
All Securities Held : 47
  New Positions : 26
  Closed Positions : 4
  Increased Positions : 12
  Unchanged Positions : 3
  Decreased Positions : 6

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

   
Holdings Found : 12     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
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 1 - $0.00 $22,457,000 445,126 25.27% 19,500,000 386,261 0.049    N/A
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 2 - $83.75 $14,020,000 180,851 15.78% 9,762,000 115,417 0.544    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 4 - $407.95 $4,881,000 11,608 5.49% 812,000 200 0.001    Property & Casualty I...
   (PAYX)1 Year Chart         PAYX Paychex Inc 5 - $125.46 $4,355,000 35,461 4.9% 3,137,000 25,235 0.01    Staffing & Outsourcin...
   (PM)1 Year Chart         PM Philip Morris International... 6 - $101.24 $3,496,000 38,153 3.93% 2,493,000 27,493 0.002    Cigarettes & Other To...
   (AAPL)1 Year Chart         AAPL Apple Inc 8 - $214.29 $3,377,000 19,694 3.8% 2,196,000 13,558 0    Personal Computers
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 9 - $81.43 $3,157,000 37,120 3.55% 161,000 179 0.055    N/A
   (MO)1 Year Chart         MO Altria Group Inc 11 - $44.80 $2,461,000 56,416 2.77% 2,080,000 46,960 0.003    Cigarettes & Other To...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 13 - $66.17 $1,274,000 18,206 1.43% 1,060,000 15,246 0.001    Food - Major Diversified
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 15 - $277.92 $1,120,000 3,907 1.26% 794,000 2,651 0.008    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 17 - $446.34 $978,000 2,326 1.1% 627,000 1,393 0    Application Software
   (RF)1 Year Chart         RF Regions Financial Corp 22 - $18.98 $717,000 34,101 0.81% 79,000 1,186 0.004    Domestic Regional Banks

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