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Company Main View
  Name: Falcon Wealth Planning
  City: Ontario
  State: CA
  Zip: 91764
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $631,009,000
  Total Value Change : $59,233,000
  Securities Held Change : 1
   
All Securities Held : 133
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 67
  Unchanged Positions : 8
  Decreased Positions : 52

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed 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
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 137 Closed $8.70 $0 0 0% -100,000 -11,521 0    Wireless Communications
   (ABT)1 Year Chart         ABT Abbott Laboratories 136 Closed $104.74 $0 0 0% -207,000 -1,882 0    Drug Manufacturers - ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 135 Closed $116.67 $0 0 0% -204,000 -1,932 0    Application Software
   (C)1 Year Chart         C Citigroup Inc 134 Closed $63.53 $0 0 0% -209,000 -4,072 0    Domestic Money Center...
   (CL)1 Year Chart         CL Colgate Palmolive Co 138 Closed $95.10 $0 0 0% -266,000 -3,332 0    Personal Products
      5 Records Found
  1    
Page 1 of 1
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