Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WARNER FINANCIAL INC
  City: BETHESDA
  State: MD
  Zip: 20814
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $199,577,000
  Total Value Change : $22,082,000
  Securities Held Change : 7
   
All Securities Held : 108
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 62
  Unchanged Positions : 15
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  New 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
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 71 New $0.00 $527,000 16,460 0.26% 527,000 16,460 0.016    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 79 New $208.08 $418,000 1,986 0.21% 418,000 1,986 0    Closed - End Fund - E...
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 93 New $0.00 $304,000 7,641 0.15% 304,000 7,641 0.006    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 95 New $131.34 $291,000 2,225 0.15% 291,000 2,225 0.005    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 101 New $101.87 $258,000 2,507 0.13% 258,000 2,507 0.003    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 102 New $924.79 $235,000 260 0.12% 235,000 260 0    Semiconductor - Speci...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 105 New $74.75 $220,000 3,012 0.11% 220,000 3,012 0    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 108 New $70.09 $208,000 3,093 0.1% 208,000 3,093 0.001    Closed - End Fund - E...

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