Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Widmann Financial Services Inc.
  City: Bowie
  State: MD
  Zip: 20716
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged 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
   (PG)1 Year Chart         PG Procter & Gamble Co 14 - $165.87 $2,206,000 15,052 1.99% 10,000 0 0.001    Cleaning Products
   (LLY)1 Year Chart         LLY Eli Lilly & Co 50 - $757.70 $679,000 1,164 0.61% 54,000 0 0    Drug Manufacturers - ...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 53 - $470.56 $412,000 910 0.37% 40,000 0 0    Aerospace/Defense - M...
   (PM)1 Year Chart         PM Philip Morris International... 56 - $99.29 $381,000 4,048 0.34% 6,000 0 0    Cigarettes & Other To...
   (WPC)1 Year Chart         WPC WP Carey & Co 57 - $58.67 $380,000 5,860 0.34% 63,000 0 0.003    Property Management
   (IR)1 Year Chart         IR Ingersoll Rand Inc 62 - $90.84 $335,000 4,335 0.3% 59,000 0 0.001    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 65 - $411.22 $328,000 921 0.3% 5,000 0 0    Property & Casualty I...
   (RPM)1 Year Chart         RPM RPM International Inc 68 - $113.83 $319,000 2,860 0.29% 48,000 0 0.002    General Building Mate...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 77 - $206.51 $250,000 1,300 0.23% 37,000 0 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 78 - $134.46 $246,000 2,000 0.22% 36,000 0 0.001    Closed - End Fund - E...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 81 - $91.52 $240,000 2,952 0.22% 18,000 0 0    Electric Utilities
   (GOOG)1 Year Chart         GOOG Alphabet Inc 80 - $170.90 $240,000 1,700 0.22% 16,000 0 0.001    Search Engines & Info...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 83 - $258.19 $233,000 981 0.21% 25,000 0 0    Closed - End Fund - E...
   (BDJ)1 Year Chart         BDJ Blackrock Enhanced Dividend... 90 - $8.28 $173,000 22,468 0.16% 2,000 0 0.013    Closed - End Fund - E...
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 93 - $6.16 $104,000 18,258 0.09% 5,000 0 0.02    N/A

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