Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Semmax Financial Advisors Inc.
  City: WINSTON SALEM
  State: NC
  Zip: 27127
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $274,660,000
  Total Value Change : $24,874,000
  Securities Held Change : 33
   
All Securities Held : 401
  New Positions : 51
  Closed Positions : 20
  Increased Positions : 142
  Unchanged Positions : 145
  Decreased Positions : 63

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 20     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KHC)1 Year Chart         KHC Kraft Heinz Co 403 Closed $35.74 $0 0 0% -1,000 -25 0    N/A
   (ON)1 Year Chart         ON On Semiconductor Corp 418 Closed $69.67 $0 0 0% -4,000 -55 0    Semiconductor- Broad...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 396 Closed $0.00 $0 0 0% -8,000 -366 0    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 402 Closed $49.98 $0 0 0% -8,000 -162 0    Closed - End Fund - E...
   (SRC)1 Year Chart         SRC Spirit Realty Capital Inc 411 Closed $0.00 $0 0 0% -3,406,000 -89,606 0    Diversified Investments
   (MOS)1 Year Chart         MOS Mosaic Co 395 Closed $29.04 $0 0 0% -1,000 -24 0    Agricultural & Fertil...
   (TWMJF)1 Year Chart         TWMJF Canopy Growth Corporation 401 Closed $0.52 $0 0 0% 0 -138 0    N/A
   (GM)1 Year Chart         GM General Motors Co 407 Closed $42.66 $0 0 0% -1,000 -38 0    Auto Manufacturers
   (QS)1 Year Chart         QS Quantumscape Ord Shs Class A 394 Closed $5.83 $0 0 0% 0 -41 0    N/A
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 400 Closed $34.07 $0 0 0% -3,000 -99 0    Closed - End Fund - E...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 406 Closed $0.00 $0 0 0% -5,000 -105 0    N/A
   (CLY)1 Year Chart         CLY iShares Trust 393 Closed $49.91 $0 0 0% -1,000 -27 0    Closed - End Fund - Debt
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 399 Closed $57.73 $0 0 0% -4,000 -76 0    Closed - End Fund - Debt
   (XPEV)1 Year Chart         XPEV Xpeng Inc - ADR 405 Closed $9.03 $0 0 0% -1,000 -68 0    N/A
   (VMW)1 Year Chart         VMW VMware, Inc. 381 Closed $142.48 $0 0 0% -2,000 -15 0    Technical & System So...
   (GLDG)1 Year Chart         GLDG Goldmining Ord Shs 398 Closed $0.00 $0 0 0% 0 -77 0    N/A
   (TPIC)1 Year Chart         TPIC Tpi Composites, Inc 404 Closed $3.99 $0 0 0% 0 -45 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 370 Closed $57.69 $0 0 0% -5,000 -90 0    Closed - End Fund - Debt
   (YUM)1 Year Chart         YUM YUM! Brands Inc 420 Closed $134.34 $0 0 0% -4,000 -30 0    Restaurants
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 397 Closed $42.51 $0 0 0% -1,000 -34 0    Closed - End Fund - E...

      20 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results