Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Quaker Wealth Management LLC
  City: MOORESTOWN
  State: NJ
  Zip: 08057
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $245,780,000
  Total Value Change : $23,684,000
  Securities Held Change : 2
   
All Securities Held : 57
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

   
Holdings Found : 9     View All Holdings Currently Viewing:  New 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
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf New $0.00 $7,688,000 151,516 % 7,688,000 151,516 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS New $220.83 $4,853,000 21,231 % 4,853,000 21,231 0    N/A
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS New $100.48 $3,213,000 31,376 % 3,213,000 31,376 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF New $24.95 $927,000 40,751 % 927,000 40,751 0    N/A
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs New $51.94 $565,000 15,255 % 565,000 15,255 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc New $472.60 $237,000 488 % 237,000 488 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc New $338.83 $219,000 571 % 219,000 571 0    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp New $199.96 $206,000 1,057 % 206,000 1,057 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc New $131.20 $201,000 1,526 % 201,000 1,526 0    Drug Manufacturers - ...

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