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  Name: Widmann Financial Services Inc.
  City: Bowie
  State: MD
  Zip: 20716
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $111,033,000
  Total Value Change : $10,656,000
  Securities Held Change : 10
   
All Securities Held : 94
  New Positions : 7
  Closed Positions : 0
  Increased Positions : 29
  Unchanged Positions : 15
  Decreased Positions : 43

                  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:  New 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
   (LOW)1 Year Chart         LOW Lowes Companies Inc 66 New $232.98 $328,000 1,473 0.3% 328,000 1,473 0    Home Improvement Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 70 New $198.73 $302,000 1,775 0.27% 302,000 1,775 0    Domestic Money Center...
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 73 New $0.00 $300,000 7,104 0.27% 300,000 7,104 0.037    N/A
   (CSX)1 Year Chart         CSX CSX Corp 85 New $34.52 $220,000 6,355 0.2% 220,000 6,355 0    Railroads
   (ABT)1 Year Chart         ABT Abbott Laboratories 86 New $104.77 $218,000 1,981 0.2% 218,000 1,981 0    Drug Manufacturers - ...
   (AMT)1 Year Chart         AMT American Tower Corp 87 New $185.00 $216,000 1,000 0.19% 216,000 1,000 0    Integrated Telecommun...
   (SQQQ)1 Year Chart         SQQQ Proshares Ultrapro Short Qq... 91 New $10.55 $148,000 11,000 0.13% 148,000 11,000 0.017    Closed - End Fund - Debt

      7 Records Found
  1    
Page 1 of 1
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