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  Name: WALLER FINANCIAL PLANNING GROUP INC
  City: COLUMBUS
  State: OH
  Zip: 43221
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $375,315,000
  Total Value Change : $-5,080,000
  Securities Held Change : 2
   
All Securities Held : 63
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     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
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 38 New $27.86 $953,000 33,806 0.25% 953,000 33,806 0.003    Closed - End Fund - E...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 56 New $0.00 $240,000 4,148 0.06% 240,000 4,148 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 60 New $770.00 $214,000 275 0.06% 214,000 275 0    Drug Manufacturers - ...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 61 New $243.09 $213,000 888 0.06% 213,000 888 0.001    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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