Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: A. D. BEADELL INVESTMENT COUNSEL, INC.
  City: MEQUON
  State: WI
  Zip: 53092
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $114,510,000
  Total Value Change : $9,574,000
  Securities Held Change : 4
   
All Securities Held : 74
  New Positions : 9
  Closed Positions : 5
  Increased Positions : 16
  Unchanged Positions : 17
  Decreased Positions : 32

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

   
Holdings Found : 9     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
   (RTX)1 Year Chart         RTX RTX Corp 20 New $101.02 $2,228,000 22,850 1.95% 2,228,000 22,850 0.002    Conglomerates
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 52 New $92.54 $536,000 6,235 0.47% 536,000 6,235 0.001    Electric Utilities
   (IBM)1 Year Chart         IBM International Business Mach... 64 New $168.97 $228,000 1,197 0.2% 228,000 1,197 0    Diversified Computer ...
   (BAC)1 Year Chart         BAC Bank of America Corp 66 New $39.22 $223,000 5,902 0.19% 223,000 5,902 0    Domestic Money Center...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 67 New $4.60 $219,000 4,625 0.19% 219,000 4,625 0.003    Closed - End Fund - Debt
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 70 New $266.99 $205,000 760 0.18% 205,000 760 0.001    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 71 New $320.09 $203,000 701 0.18% 203,000 701 0.001    Diversified Computer ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 72 New $212.29 $203,000 975 0.18% 203,000 975 0    Closed - End Fund - E...
   (AMBP)1 Year Chart         AMBP Gores Holdings V Inc. 73 New $4.07 $95,000 27,750 0.08% 95,000 27,750 0.005    N/A

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