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  Name: Capital Financial Planning LLC
  City: ALBANY
  State: NY
  Zip: 12203
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $247,633,000
  Total Value Change : $-24,925,000
  Securities Held Change : -25
   
All Securities Held : 85
  New Positions : 2
  Closed Positions : 27
  Increased Positions : 25
  Unchanged Positions : 7
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     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
   (GMED)1 Year Chart         GMED Genomed Inc 67 New $64.72 $252,000 5,082 0.1% 252,000 5,082 0    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 84 New $125.68 $201,000 1,981 0.08% 201,000 1,981 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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