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| Name: |
Forbes Financial Planning Inc. |
| City: |
EAST GREENWICH |
| State: |
RI |
| Zip: |
02818 |
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data |
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| Holdings
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4 |
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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 |
|
MSFT |
Microsoft Corp |
23 |
- |
$420.21 |
$776,000 |
1,845 |
0.67% |
82,000 |
0 |
0 |
Application Software |
|
|
IDU |
iShares Dow Jones US Utilities |
27 |
- |
$92.20 |
$287,000 |
3,399 |
0.25% |
15,000 |
0 |
0.064 |
Closed - End Fund - E... |
|
|
OSA |
Prosomnus, Inc. |
28 |
- |
$0.00 |
$265,000 |
465,710 |
0.23% |
-191,000 |
0 |
2.902 |
N/A |
|
|
V |
Visa Inc |
29 |
- |
$280.10 |
$252,000 |
904 |
0.22% |
17,000 |
0 |
0 |
Business Services |
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