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  Name: Money Matters Financial Group Inc
  City: PHOENIX
  State: AZ
  Zip: 85027
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $88,239,000
  Total Value Change : $17,867,000
  Securities Held Change : 1
   
All Securities Held : 23
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Increased 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
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 1 - $64.82 $10,156,000 173,751 11.51% 1,395,000 8,821 0.181    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 2 - $42.95 $9,973,000 236,443 11.3% 4,955,000 97,471 0.026    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 3 - $211.82 $9,445,000 49,071 10.7% 1,377,000 1,914 0.016    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 11 - $302.51 $4,198,000 15,337 4.76% 4,198,000 15,337 0.032    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 14 - $0.00 $2,416,000 24,099 2.74% 28,000 325 0.027    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 17 - $92.15 $1,377,000 16,097 1.56% 124,000 13 0.002    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 20 - $50.09 $717,000 15,387 0.81% 304,000 5,397 0    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 21 - $74.75 $700,000 10,762 0.79% 268,000 3,655 0.001    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 22 - $106.61 $297,000 2,744 0.34% 18,000 17 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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