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Name: |
Investments & Financial Planning LLC |
City: |
LEXINGTON |
State: |
KY |
Zip: |
40509 |
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data |
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Filing Period: |
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Holdings
Found :
4 |
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Unchanged Positions |
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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 |
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NVDA |
NVIDIA Corporation |
10 |
- |
$924.79 |
$2,059,000 |
2,279 |
1.41% |
930,000 |
0 |
0 |
Semiconductor - Speci... |
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VIG |
Vanguard Dividend Appreciat... |
26 |
- |
$184.06 |
$340,000 |
1,864 |
0.23% |
22,000 |
0 |
0 |
Closed - End Fund - Debt |
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AMZN |
Amazon.com Inc |
27 |
- |
$184.70 |
$339,000 |
1,882 |
0.23% |
53,000 |
0 |
0 |
Internet Software & S... |
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MSFT |
Microsoft Corp |
31 |
- |
$420.21 |
$246,000 |
585 |
0.17% |
26,000 |
0 |
0 |
Application Software |
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