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Name: |
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
City: |
RICHMOND |
State: |
VA |
Zip: |
23235 |
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Holdings
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5 |
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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 |
|
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 ... |
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VZ |
Verizon Communications Inc |
83 |
New |
$39.79 |
$282,000 |
6,640 |
0.03% |
282,000 |
6,640 |
0 |
Telecom Services - Do... |
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FB |
Meta Platforms Inc |
90 |
New |
$475.42 |
$241,000 |
612 |
0.03% |
241,000 |
612 |
0 |
Internet Service Prov... |
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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 |
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