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| Name: |
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23235 |
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data |
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| Holdings
Found :
8 |
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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 |
|
HCA |
HCA Holdings Inc |
27 |
- |
$309.42 |
$1,723,000 |
6,079 |
0.21% |
280,000 |
0 |
0.002 |
Hospitals |
|
|
MMS |
Maximus Inc |
53 |
- |
$84.12 |
$483,000 |
5,790 |
0.06% |
38,000 |
0 |
0.009 |
Education & Training ... |
|
|
NDAQ |
Nasdaq OMX Group Inc |
58 |
- |
$59.91 |
$445,000 |
7,598 |
0.06% |
70,000 |
0 |
0.002 |
Business Services |
|
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VUG |
Vanguard Growth VIPERS |
65 |
- |
$342.82 |
$406,000 |
1,257 |
0.05% |
56,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VBK |
Vanguard Small Cap Gr VIPERS |
79 |
- |
$249.84 |
$288,000 |
1,217 |
0.04% |
34,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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TJX |
TJX Companies Inc |
80 |
- |
$98.50 |
$286,000 |
2,968 |
0.04% |
23,000 |
0 |
0 |
Discount, Variety Stores |
|
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CAT |
Caterpillar Inc |
85 |
- |
$344.50 |
$274,000 |
914 |
0.03% |
29,000 |
0 |
0 |
Farm & Construction M... |
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AVIE |
Avantis Inflation Focused E... |
86 |
- |
$0.00 |
$260,000 |
4,447 |
0.03% |
7,000 |
0 |
0.049 |
N/A |
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