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Name: |
RESOURCES MANAGEMENT CORP /CT/ /ADV |
City: |
WEST HARTFORD |
State: |
CT |
Zip: |
06110 |
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Holdings
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20 |
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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 |
|
VLTO |
Veralto Corp |
132 |
New |
$96.50 |
$744,000 |
9,048 |
0.11% |
744,000 |
9,048 |
0.004 |
N/A |
|
O |
Realty Income Corp |
194 |
New |
$55.01 |
$301,000 |
4,337 |
0.04% |
301,000 |
4,337 |
0.001 |
REIT - Retail |
|
QQQ |
Invesco QQQ Trust Series I |
394 |
New |
$442.06 |
$3,000 |
6 |
0% |
3,000 |
6 |
0.001 |
Closed - End Fund - Debt |
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MELI |
Mercadolibre Inc |
400 |
New |
$1,693.97 |
$3,000 |
2 |
0% |
3,000 |
2 |
0 |
Business Services |
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HIG |
Hartford Financial Services... |
411 |
New |
$101.89 |
$2,000 |
25 |
0% |
2,000 |
25 |
0 |
Property & Casualty I... |
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SDZNY |
Sandoz Group Adr |
410 |
New |
$0.00 |
$2,000 |
70 |
0% |
2,000 |
70 |
0.001 |
N/A |
|
EFV |
iShares MSCI EAFE Value Ind... |
420 |
New |
$0.00 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
Closed - End Fund - E... |
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PICK |
Ishares Msci Global Select ... |
419 |
New |
$0.00 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
N/A |
|
XLC |
Communication Services Sele... |
418 |
New |
$81.79 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
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QUAL |
Ishares Msci Usa Quality Fa... |
417 |
New |
$0.00 |
$1,000 |
9 |
0% |
1,000 |
9 |
0 |
N/A |
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EFG |
iShares MSCI EAFE Growth ETF |
424 |
New |
$0.00 |
$1,000 |
7 |
0% |
1,000 |
7 |
0 |
Closed - End Fund - E... |
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ATAI |
Atai Life Sciences B.v. |
449 |
New |
$1.89 |
$0 |
139 |
0% |
0 |
139 |
0 |
N/A |
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FATE |
Fate Therapeutics Inc |
448 |
New |
$4.08 |
$0 |
16 |
0% |
0 |
16 |
0 |
Biotechnology |
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SCHD |
Schwab US Dividend Equity ETF |
431 |
New |
$79.30 |
$0 |
1 |
0% |
0 |
1 |
0.037 |
N/A |
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EMXC |
Ishares Msci Emerging Marke... |
457 |
New |
$0.00 |
$0 |
3 |
0% |
0 |
3 |
0 |
N/A |
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OEF |
iShares S&P 100 Index |
440 |
New |
$247.84 |
$0 |
2 |
0% |
0 |
2 |
0 |
Closed - End Fund - E... |
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BABA |
Alibaba Group Holding Limited |
455 |
New |
$80.04 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
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PENN |
Penn National Gaming Inc |
439 |
New |
$16.08 |
$0 |
18 |
0% |
0 |
18 |
0 |
Gambling/Resorts |
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IXC |
iShares tr S&P Glbl Energy |
453 |
New |
$43.71 |
$0 |
4 |
0% |
0 |
4 |
0 |
Closed - End Fund - E... |
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IFRA |
Ishares Us Infrastructure Etf |
437 |
New |
$0.00 |
$0 |
4 |
0% |
0 |
4 |
0 |
N/A |
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