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  Name: Taylor Cottrill Erickson & Associates Inc.
  City: CONCORD
  State: NH
  Zip: 03301
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $355,036,000
  Total Value Change : $27,123,000
  Securities Held Change : 1
   
All Securities Held : 62
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 16
  Decreased Positions : 16

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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 54 New $485.97 $264,000 549 0.07% 264,000 549 0    Closed - End Fund - E...
   (LMAT)1 Year Chart         LMAT Lemaitre Vascular Inc 56 New $77.68 $216,000 3,257 0.06% 216,000 3,257 0.016    Medical Instruments &...

      2 Records Found
  1    
Page 1 of 1
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