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  Name: BMS Financial Advisors LLC
  City: RAPID CITY
  State: SD
  Zip: 57702
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $153,362,000
  Total Value Change : $8,702,000
  Securities Held Change : 6
   
All Securities Held : 113
  New Positions : 19
  Closed Positions : 14
  Increased Positions : 9
  Unchanged Positions : 2
  Decreased Positions : 83

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 127 Closed $93.58 $0 0 0% -370,000 -3,734 0    Closed - End Fund - E...
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 114 Closed $0.00 $0 0 0% -388,000 -10,392 0    N/A
   (HEI.A)1 Year Chart         HEI.A Heico Corp Class A 120 Closed $170.01 $0 0 0% -398,000 -2,929 0    Aerospace/Defense Pro...
   (APH)1 Year Chart         APH Amphenol Corp 126 Closed $131.96 $0 0 0% -600,000 -7,338 0    Diversified Electronics
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 119 Closed $0.00 $0 0 0% -620,000 -16,279 0    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 125 Closed $92.10 $0 0 0% -245,000 -2,299 0    Closed - End Fund - E...
   (FDLO)1 Year Chart         FDLO Fidelity Low Volatility Fac... 118 Closed $0.00 $0 0 0% -717,000 -15,095 0    N/A
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 124 Closed $34.16 $0 0 0% -330,000 -10,471 0    N/A
   (FSMD)1 Year Chart         FSMD Fidelity Small-mid Factor Etf 117 Closed $0.00 $0 0 0% -633,000 -19,612 0    N/A
   (MSCI)1 Year Chart         MSCI Msci Inc 123 Closed $490.06 $0 0 0% -474,000 -847 0    Business Services
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 116 Closed $57.13 $0 0 0% -272,000 -4,515 0    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. 122 Closed $760.57 $0 0 0% -348,000 -749 0    Information Technolog...
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond 115 Closed $0.00 $0 0 0% -277,000 -10,975 0    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 121 Closed $0.00 $0 0 0% -421,000 -618 0    Semiconductor Equipme...
      14 Records Found
  1    
Page 1 of 1
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