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  Name: Horan Securities Inc.
  City: CINCINNATI
  State: OH
  Zip: 45236
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,918,000
  Total Value Change : $13,152,000
  Securities Held Change : 8
   
All Securities Held : 114
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 55
  Unchanged Positions : 4
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (DOW)1 Year Chart         DOW DOW Inc 115 Closed $58.91 $0 0 0% -240,000 -4,372 0    Diversified Chemicals
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 120 Closed $50.05 $0 0 0% -228,000 -4,468 0    N/A
   (SO)1 Year Chart         SO Southern Co 119 Closed $79.78 $0 0 0% -223,000 -3,186 0    Electric Utilities
   (FTY)1 Year Chart         FTY iShares Trust 118 Closed $53.03 $0 0 0% -236,000 -4,339 0    Closed - End Fund - Debt
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 117 Closed $0.00 $0 0 0% -597,000 -11,888 0    N/A
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 116 Closed $33.96 $0 0 0% -206,000 -6,174 0    Beverage Soft Drinks...

      6 Records Found
  1    
Page 1 of 1
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