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Name: |
Portfolio Strategies Inc. |
City: |
MONSEY |
State: |
NY |
Zip: |
10952 |
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Achive
data |
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Filing Period: |
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Holdings
Found :
6 |
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Increased Positions |
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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 |
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VTI |
Vanguard Total Stock Market... |
1 |
- |
$261.93 |
$182,131,000 |
700,772 |
22.62% |
144,721,000 |
543,161 |
0.071 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
10 |
- |
$189.84 |
$14,306,000 |
83,429 |
1.78% |
11,847,000 |
70,656 |
0 |
Personal Computers |
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IVV |
iShares Core S&P 500 Etf |
13 |
- |
$531.23 |
$13,799,000 |
26,246 |
1.71% |
13,054,000 |
24,686 |
0 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
32 |
- |
$420.99 |
$2,053,000 |
4,879 |
0.26% |
575,000 |
948 |
0 |
Application Software |
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GOOG |
Alphabet Inc |
40 |
- |
$175.43 |
$1,240,000 |
8,141 |
0.15% |
488,000 |
2,805 |
0 |
Search Engines & Info... |
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FB |
Meta Platforms Inc |
47 |
- |
$473.23 |
$931,000 |
1,918 |
0.12% |
648,000 |
1,118 |
0 |
Internet Service Prov... |
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