Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Bickling Financial Services Inc.
  City: LEXINGTON
  State: MA
  Zip: 02420
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $160,200,000
  Total Value Change : $11,809,000
  Securities Held Change : 3
   
All Securities Held : 119
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 65
  Unchanged Positions : 5
  Decreased Positions : 43

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

   
Holdings Found : 6     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
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 46 New $75.52 $732,000 12,129 0.46% 732,000 12,129 0.013    N/A
   (ES)1 Year Chart         ES Eversource Energy 66 New $61.28 $458,000 5,460 0.29% 458,000 5,460 0.002    Electric Utilities
   (EMLP)1 Year Chart         EMLP First Trust North American ... 103 New $30.49 $244,000 9,146 0.15% 244,000 9,146 0.011    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 111 New $76.18 $216,000 2,173 0.13% 216,000 2,173 0.02    Specialty Eateries
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 115 New $431.94 $202,000 649 0.13% 202,000 649 0.001    Asset Management
   (FPEI)1 Year Chart         FPEI First Trust Institutional P... 117 New $0.00 $183,000 10,272 0.11% 183,000 10,272 0.007    N/A

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