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| Holdings Found : 57 | View All Holdings | Currently Viewing: Decreased 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 |
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CGGO | Capital Group Global Growth... | - | $0.00 | $5,571,000 | 193,444 | % | 586,000 | -281 | 0 | N/A | |
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SO | Southern Co | - | $77.63 | $5,018,000 | 69,945 | % | 94,000 | -283 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $4,062,000 | 23,686 | % | -554,000 | -287 | 0 | N/A | |
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JXN | Jackson Financial Inc. | - | $73.41 | $2,637,000 | 39,877 | % | 442,000 | -3,003 | 0 | N/A | |
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SNV | Synovus Financial Corp | - | $39.12 | $1,945,000 | 48,546 | % | 102,000 | -416 | 0 | N/A | |
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DAL | Delta Air Lines Inc | - | $46.55 | $1,839,000 | 38,419 | % | 291,000 | -51 | 0.006 | Major Airlines | |
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PG | Procter & Gamble Co | - | $165.07 | $1,684,000 | 10,379 | % | 152,000 | -76 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $1,522,000 | 24,883 | % | 50,000 | -100 | 0 | N/A | |
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X | United States Steel Corp | - | $38.35 | $1,495,000 | 36,650 | % | -553,000 | -5,450 | 0 | N/A | |
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SLG | Sl Green Realty Corp | - | $50.93 | $1,483,000 | 26,896 | % | 228,000 | -894 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $1,440,000 | 10,965 | % | -32,000 | -280 | 0 | N/A | |
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WD | Walker & Dunlop Inc | - | $96.37 | $1,324,000 | 13,100 | % | -136,000 | -50 | 0 | N/A | |
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AFL | AFLAC Inc | - | $84.83 | $1,161,000 | 13,524 | % | -25,000 | -852 | 0 | N/A | |
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C | Citigroup Inc | - | $62.75 | $1,126,000 | 17,813 | % | 184,000 | -500 | 0 | N/A | |
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WY | Weyerhaeuser Co | - | $30.73 | $1,040,000 | 28,960 | % | 19,000 | -399 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $981,000 | 2,020 | % | 240,000 | -74 | 0 | N/A | |
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MU | Micron Technology Inc | - | $119.32 | $866,000 | 7,349 | % | 94,000 | -1,699 | 0 | N/A | |
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MAR | Marriott International Inc | - | $235.35 | $814,000 | 3,227 | % | -26,000 | -500 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $802,000 | 3,086 | % | 68,000 | -10 | 0 | N/A | |
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CG | The Carlyle Group Inc | - | $31.75 | $775,000 | 16,516 | % | 83,000 | -497 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.45 | $743,000 | 8,589 | % | -104,000 | -1,000 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.23 | $731,000 | 12,614 | % | 107,000 | -55 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $775.00 | $713,000 | 917 | % | 150,000 | -49 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | - | $60.60 | $708,000 | 11,738 | % | -30,000 | -1,000 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $689,000 | 1,393 | % | -50,000 | -11 | 0 | N/A | |
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NUMV | Nushares Esg Mid Cap Value Etf | - | $0.00 | $686,000 | 20,070 | % | 9,000 | -1,400 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | - | $143.60 | $681,000 | 5,004 | % | 159,000 | -13 | 0 | N/A | |
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INTC | Intel Corp | - | $30.00 | $669,000 | 15,135 | % | -97,000 | -100 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $76.40 | $664,000 | 9,177 | % | -12,000 | -645 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $204.84 | $662,000 | 3,177 | % | 20,000 | -160 | 0 | N/A | |
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APO | Apollo Global Management LLC | - | $113.32 | $655,000 | 5,822 | % | 74,000 | -409 | 0 | N/A | |
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DIVO | Amplify Yieldshares Cwp Div... | - | $0.00 | $628,000 | 16,161 | % | 24,000 | -373 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $627,000 | 694 | % | 146,000 | -277 | 0 | N/A | |
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GE | General Electric Co | - | $168.86 | $623,000 | 3,549 | % | -5,000 | -1,372 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.44 | $622,000 | 5,085 | % | 147,000 | -171 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $602,000 | 3,953 | % | 32,000 | -90 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $180.55 | $534,000 | 3,157 | % | 64,000 | -92 | 0 | N/A | |
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KMI | Kinder Morgan Inc | - | $18.81 | $533,000 | 29,041 | % | -3,000 | -1,343 | 0 | N/A | |
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PFE | Pfizer Inc | - | $28.27 | $506,000 | 18,241 | % | -69,000 | -1,718 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $470,000 | 2,579 | % | 63,000 | -50 | 0 | N/A | |
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VGK | Vanguard European Stock VIPERS | - | $68.02 | $421,000 | 6,250 | % | 12,000 | -100 | 0 | N/A | |
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KHC | Kraft Heinz Co | - | $35.89 | $400,000 | 10,841 | % | -8,000 | -200 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $78.51 | $392,000 | 4,864 | % | -2,000 | -315 | 0 | N/A | |
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IYW | iShares Trust DJ US Sector | - | $133.68 | $330,000 | 2,441 | % | 30,000 | -4 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $319,000 | 609 | % | 27,000 | -5 | 0 | N/A | |
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NOC | Northrop Grumman Corp | - | $471.61 | $317,000 | 663 | % | 6,000 | -2 | 0 | N/A | |
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NUEM | Nushares Esg Emerging Marke... | - | $0.00 | $279,000 | 10,161 | % | -73,000 | -2,900 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.19 | $270,000 | 802 | % | -3,000 | -100 | 0 | N/A | |
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VSGX | Vanguard Esg International ... | - | $0.00 | $270,000 | 4,700 | % | -12,000 | -400 | 0 | N/A | |
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CACC | Credit Acceptance Corporation | - | $513.99 | $261,000 | 474 | % | -1,000 | -18 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $180.93 | $255,000 | 1,267 | % | -2,000 | -468 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.67 | $244,000 | 4,499 | % | 9,000 | -75 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $239,000 | 4,136 | % | -13,000 | -442 | 0 | N/A | |
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CVS | CVS/Caremark Corp | - | $54.91 | $239,000 | 2,998 | % | -5,000 | -93 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $225,000 | 468 | % | 11,000 | -22 | 0 | N/A | |
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AVUV | Avantis Us Small Cap Value Etf | - | $91.65 | $216,000 | 2,300 | % | -64,000 | -814 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $60.21 | $211,000 | 3,448 | % | 9,000 | -186 | 0 | N/A |
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