Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Rodgers & Associates LTD
  City: Lancaster
  State: PA
  Zip: 17601
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $778,812,000
  Total Value Change : $41,389,000
  Securities Held Change : 4
   
All Securities Held : 91
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 25
  Unchanged Positions : 11
  Decreased Positions : 50

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

   
Holdings Found : 5     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
   (BKIE)1 Year Chart         BKIE Bny Mellon International Eq... 84 New $0.00 $216,000 2,860 0.03% 216,000 2,860 0.032    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 86 New $59.78 $210,000 3,450 0.03% 210,000 3,450 0.001    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 87 New $411.22 $208,000 495 0.03% 208,000 495 0    Property & Casualty I...
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 88 New $608.05 $201,000 327 0.03% 201,000 327 0    General Building Mate...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 89 New $247.80 $200,000 801 0.03% 200,000 801 0    Business Software & S...

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