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| Name: |
Capital Financial Planning LLC |
| City: |
ALBANY |
| State: |
NY |
| Zip: |
12203 |
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data |
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| Holdings
Found :
27 |
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Closed Positions |
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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 |
|
JNK |
Spdr Lehman Hyb Etf |
86 |
Closed |
$94.02 |
$0 |
0 |
0% |
-496,000 |
-5,391 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
105 |
Closed |
$17.17 |
$0 |
0 |
0% |
-183,000 |
-11,491 |
0 |
Long Distance Carriers |
|
|
QCLN |
First Trust NASDAQ Clean Ed... |
92 |
Closed |
$33.98 |
$0 |
0 |
0% |
-288,000 |
-5,622 |
0 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
111 |
Closed |
$218.71 |
$0 |
0 |
0% |
-300,000 |
-1,682 |
0 |
Closed - End Fund - E... |
|
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VPL |
Vanguard Pacific Stock Vipers |
98 |
Closed |
$74.19 |
$0 |
0 |
0% |
-317,000 |
-4,544 |
0 |
Closed - End Fund - E... |
|
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GILD |
Gilead Sciences Inc |
104 |
Closed |
$65.96 |
$0 |
0 |
0% |
-204,000 |
-2,644 |
0 |
Biotechnology |
|
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MGV |
Vanguard Mega Cap 300 Value... |
91 |
Closed |
$116.05 |
$0 |
0 |
0% |
-434,000 |
-4,187 |
0 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
110 |
Closed |
$476.20 |
$0 |
0 |
0% |
-233,000 |
-812 |
0 |
Internet Service Prov... |
|
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BND |
Vanguard Total Bond Market ETF |
97 |
Closed |
$71.38 |
$0 |
0 |
0% |
-222,000 |
-3,055 |
0 |
Closed - End Fund - E... |
|
|
VV |
Vanguard Large Cap VIPERS |
103 |
Closed |
$239.01 |
$0 |
0 |
0% |
-212,000 |
-1,045 |
0 |
Closed - End Fund - E... |
|
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DIS |
Walt Disney Co |
90 |
Closed |
$105.79 |
$0 |
0 |
0% |
-207,000 |
-2,316 |
0 |
Entertainment - Diver... |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
109 |
Closed |
$0.00 |
$0 |
0 |
0% |
-222,000 |
-2,331 |
0 |
Closed - End Fund - E... |
|
|
V |
Visa Inc |
96 |
Closed |
$280.74 |
$0 |
0 |
0% |
-238,000 |
-1,001 |
0 |
Business Services |
|
|
VOT |
Van Kampen Municipal Opport... |
102 |
Closed |
$230.36 |
$0 |
0 |
0% |
-206,000 |
-1,003 |
0 |
Closed - End Fund - Debt |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
89 |
Closed |
$277.92 |
$0 |
0 |
0% |
-689,000 |
-2,930 |
0 |
Closed - End Fund - E... |
|
|
NUVA |
Nuvasive Inc |
108 |
Closed |
$39.75 |
$0 |
0 |
0% |
-282,000 |
-6,777 |
0 |
Medical Instruments &... |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
95 |
Closed |
$220.24 |
$0 |
0 |
0% |
-231,000 |
-456 |
0 |
Closed - End Fund - E... |
|
|
PFE |
Pfizer Inc |
101 |
Closed |
$28.01 |
$0 |
0 |
0% |
-266,000 |
-7,255 |
0 |
Drug Manufacturers - ... |
|
|
MUB |
iShares S&P National Munici... |
88 |
Closed |
$106.80 |
$0 |
0 |
0% |
-286,000 |
-2,679 |
0 |
Closed - End Fund - E... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
107 |
Closed |
$76.90 |
$0 |
0 |
0% |
-1,436,000 |
-19,130 |
0 |
Closed - End Fund - E... |
|
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EZU |
iShares MSCI-EMU |
94 |
Closed |
$0.00 |
$0 |
0 |
0% |
-344,000 |
-7,509 |
0 |
Closed - End Fund - E... |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
100 |
Closed |
$27.73 |
$0 |
0 |
0% |
-291,000 |
-10,292 |
0 |
Closed - End Fund - E... |
|
|
FLOT |
Ishares Floating Rate Note ... |
87 |
Closed |
$0.00 |
$0 |
0 |
0% |
-324,000 |
-6,377 |
0 |
N/A |
|
|
GVI |
iShares Barclays Interm Gov... |
106 |
Closed |
$0.00 |
$0 |
0 |
0% |
-291,000 |
-2,831 |
0 |
Closed - End Fund - E... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
93 |
Closed |
$251.38 |
$0 |
0 |
0% |
-224,000 |
-976 |
0 |
Closed - End Fund - E... |
|
|
ITB |
iShares Dow Jones U.S. Home... |
112 |
Closed |
$0.00 |
$0 |
0 |
0% |
-343,000 |
-4,013 |
0 |
Closed - End Fund - E... |
|
|
LOW |
Lowes Companies Inc |
99 |
Closed |
$235.03 |
$0 |
0 |
0% |
-209,000 |
-925 |
0 |
Home Improvement Stores |
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