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Name: |
WARNER FINANCIAL INC |
City: |
BETHESDA |
State: |
MD |
Zip: |
20814 |
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Holdings
Found :
8 |
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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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CGGR |
Capital Group Growth Etf |
71 |
New |
$0.00 |
$527,000 |
16,460 |
0.26% |
527,000 |
16,460 |
0.016 |
N/A |
|
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... |
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PAVE |
Global X Us Infrastructure ... |
93 |
New |
$0.00 |
$304,000 |
7,641 |
0.15% |
304,000 |
7,641 |
0.006 |
N/A |
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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... |
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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... |
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NVDA |
NVIDIA Corporation |
102 |
New |
$924.79 |
$235,000 |
260 |
0.12% |
235,000 |
260 |
0 |
Semiconductor - Speci... |
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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... |
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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... |
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