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| Name: |
BRIGGS ADVISORY GROUP INC. |
| City: |
LINCOLN |
| State: |
RI |
| Zip: |
02865 |
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data |
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| Holdings
Found :
18 |
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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 |
|
AMP |
Ameriprise Financial Inc |
14 |
- |
$427.98 |
$2,640,000 |
8,009 |
1.51% |
-20,000 |
0 |
0.007 |
Asset Management |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
20 |
- |
$0.00 |
$1,444,000 |
29,507 |
0.83% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
21 |
- |
$173.45 |
$1,359,000 |
8,952 |
0.78% |
-54,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
ICF |
iShares Tr Cohen & Steers |
26 |
- |
$0.00 |
$1,002,000 |
19,971 |
0.57% |
-108,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
SCHG |
Schwab Strategic Trust |
31 |
- |
$96.04 |
$794,000 |
10,924 |
0.45% |
-25,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
33 |
- |
$97.62 |
$748,000 |
8,381 |
0.43% |
-49,000 |
0 |
0.011 |
Closed - End Fund - E... |
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|
PEP |
Pepsico Inc |
37 |
- |
$171.15 |
$581,000 |
3,429 |
0.33% |
-54,000 |
0 |
0 |
Beverage Soft Drinks... |
|
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DFAU |
Dfa Dimensional Us Core Equ... |
43 |
- |
$0.00 |
$393,000 |
13,106 |
0.22% |
-13,000 |
0 |
0.015 |
N/A |
|
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PANW |
Palo Alto Networks Inc |
46 |
- |
$306.90 |
$352,000 |
1,500 |
0.2% |
-31,000 |
0 |
0 |
Networking & Communic... |
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YUM |
YUM! Brands Inc |
48 |
- |
$134.34 |
$328,000 |
2,625 |
0.19% |
-36,000 |
0 |
0.001 |
Restaurants |
|
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GOOGL |
Alphabet Inc |
49 |
- |
$175.90 |
$327,000 |
2,500 |
0.19% |
28,000 |
0 |
0 |
Search Engines & Info... |
|
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INDB |
Independent Bank Corp |
52 |
- |
$49.53 |
$312,000 |
6,358 |
0.18% |
29,000 |
0 |
0.013 |
Domestic Regional Banks |
|
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VZ |
Verizon Communications Inc |
53 |
- |
$39.10 |
$299,000 |
9,238 |
0.17% |
-45,000 |
0 |
0 |
Telecom Services - Do... |
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BKH |
Black Hills Corp |
54 |
- |
$54.20 |
$286,000 |
5,660 |
0.16% |
-55,000 |
0 |
0.009 |
Electric Utilities |
|
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AVGO |
Broadcom Limited |
56 |
- |
$1,390.67 |
$252,000 |
303 |
0.14% |
-11,000 |
0 |
0 |
Semiconductor- Broad... |
|
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CVX |
Chevron Corp |
57 |
- |
$156.90 |
$235,000 |
1,395 |
0.13% |
16,000 |
0 |
0 |
Integrated Oil & Gas |
|
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SPY |
Standard & Poors Depository... |
58 |
- |
$526.10 |
$214,000 |
500 |
0.12% |
-8,000 |
0 |
0 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
60 |
- |
$80.79 |
$201,000 |
2,902 |
0.12% |
-11,000 |
0 |
0.001 |
Closed - End Fund - E... |
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