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  Name: Next Capital Management LLC
  City: NEW YORK
  State: NY
  Zip: 10036
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $232,591,000
  Total Value Change : $11,747,000
  Securities Held Change : 10
   
All Securities Held : 124
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 35
  Unchanged Positions : 50
  Decreased Positions : 26

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Holdings Found : 13     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
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 33 New $121.51 $1,499,000 13,427 0.64% 1,499,000 13,427 0.004    Closed - End Fund - Debt
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 52 New $90.42 $822,000 9,747 0.35% 822,000 9,747 0.001    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 74 New $184.06 $501,000 2,942 0.22% 501,000 2,942 0.001    Closed - End Fund - Debt
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 91 New $92.67 $343,000 4,220 0.15% 343,000 4,220 0.001    Electric Utilities
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 93 New $154.64 $320,000 2,042 0.14% 320,000 2,042 0    Drug Manufacturers - ...
   (V)1 Year Chart         V Visa Inc 103 New $280.10 $263,000 1,008 0.11% 263,000 1,008 0    Business Services
   (PG)1 Year Chart         PG Procter & Gamble Co 106 New $167.64 $250,000 1,707 0.11% 250,000 1,707 0    Cleaning Products
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 110 New $112.48 $242,000 2,354 0.1% 242,000 2,354 0.001    Closed - End Fund - E...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 112 New $467.72 $231,000 600 0.1% 231,000 600 0    Investment Brokerage ...
   (HON)1 Year Chart         HON Honeywell International Inc 114 New $205.97 $219,000 1,042 0.09% 219,000 1,042 0    Conglomerates
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 115 New $67.48 $213,000 3,433 0.09% 213,000 3,433 0    N/A
   (BA)1 Year Chart         BA Boeing Co 117 New $184.95 $205,000 785 0.09% 205,000 785 0    Aerospace/Defense - M...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 118 New $80.48 $203,000 2,694 0.09% 203,000 2,694 0.002    N/A
      13 Records Found
  1    
Page 1 of 1
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