| |
|
|
| Name: |
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23235 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
New 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 |
|
BIV |
Vanguard Intermediate-Term ... |
36 |
New |
$74.23 |
$960,000 |
12,708 |
0.12% |
960,000 |
12,708 |
0.008 |
Closed - End Fund - Debt |
|
|
IBM |
International Business Mach... |
49 |
New |
$166.27 |
$629,000 |
3,357 |
0.08% |
629,000 |
3,357 |
0 |
Diversified Computer ... |
|
|
VZ |
Verizon Communications Inc |
83 |
New |
$39.79 |
$282,000 |
6,640 |
0.03% |
282,000 |
6,640 |
0 |
Telecom Services - Do... |
|
|
FB |
Meta Platforms Inc |
90 |
New |
$475.42 |
$241,000 |
612 |
0.03% |
241,000 |
612 |
0 |
Internet Service Prov... |
|
|
XBIL |
Us Treasury 6 Month Bill Etf |
97 |
New |
$0.00 |
$206,000 |
4,100 |
0.03% |
206,000 |
4,100 |
0.087 |
N/A |
|
