Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CB&T WEALTH MANAGEMENT
  City: COLORADO SPRINGS
  State: CO
  Zip: 80903
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $207,347,000
  Total Value Change : $7,898,000
  Securities Held Change : -2
   
All Securities Held : 98
  New Positions : 6
  Closed Positions : 9
  Increased Positions : 35
  Unchanged Positions : 12
  Decreased Positions : 45

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

   
Holdings Found : 6     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
   (PGR)1 Year Chart         PGR Progressive Corp 83 New $208.03 $311,000 1,503 0.15% 311,000 1,503 0    Property & Casualty I...
   (NUDM)1 Year Chart         NUDM Nushares Esg International ... 88 New $0.00 $240,000 7,734 0.12% 240,000 7,734 0.068    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 91 New $94.12 $223,000 2,517 0.11% 223,000 2,517 0.001    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 94 New $0.00 $214,000 1,300 0.1% 214,000 1,300 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 95 New $170.07 $212,000 1,225 0.1% 212,000 1,225 0    Property & Casualty I...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 96 New $677.23 $211,000 311 0.1% 211,000 311 0.001    Semiconductor - Speci...

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