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  Name: Fi3 FINANCIAL ADVISORS LLC
  City: Indianapolis
  State: IN
  Zip: 46290
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $209,875,000
  Total Value Change : $23,938,000
  Securities Held Change : 3
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 5
  Decreased Positions : 48

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     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
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 76 Closed $47.79 $0 0 0% -258,000 -4,799 0    Networking & Communic...
   (NEE)1 Year Chart         NEE NextEra Energy 79 Closed $74.58 $0 0 0% -205,000 -3,580 0    Electric Utilities
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 78 Closed $107.05 $0 0 0% -475,000 -4,635 0    Closed - End Fund - E...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 77 Closed $577.93 $0 0 0% -228,000 -451 0    Medical Laboratories ...

      4 Records Found
  1    
Page 1 of 1
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