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  Name: AAFCPAs Wealth Management LLC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,242,000
  Total Value Change : $10,621,000
  Securities Held Change : -3
   
All Securities Held : 43
  New Positions : 4
  Closed Positions : 7
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (MDT)1 Year Chart         MDT Medtronic Plc 44 Closed $82.29 $0 0 0% -221,000 -2,677 0    Medical Appliances & ...
   (MRK)1 Year Chart         MRK Merck & Co Inc 50 Closed $131.20 $0 0 0% -292,000 -2,675 0    Drug Manufacturers - ...
   (VICI)1 Year Chart         VICI Vici Properties Inc. 49 Closed $28.30 $0 0 0% -203,000 -6,364 0    N/A
   (PPL)1 Year Chart         PPL PPL Corp 48 Closed $28.68 $0 0 0% -211,000 -7,803 0    Electric Utilities
   (DUK)1 Year Chart         DUK Duke Energy Corp 47 Closed $102.17 $0 0 0% -216,000 -2,225 0    Electric Utilities
   (EOG)1 Year Chart         EOG EOG Resources Inc 46 Closed $123.27 $0 0 0% -201,000 -1,658 0    Independent Oil & Gas
   (UNP)1 Year Chart         UNP Union Pacific Corp 45 Closed $232.05 $0 0 0% -293,000 -1,194 0    Railroads

      7 Records Found
  1    
Page 1 of 1
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