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  Name: Highland Financial Advisors LLC
  City: WAYNE
  State: NJ
  Zip: 07470
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $249,876,000
  Total Value Change : $19,839,000
  Securities Held Change : 0
   
All Securities Held : 54
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 14
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 27 New $0.00 $1,015,000 16,355 0.41% 1,015,000 16,355 0.182    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 41 New $252.33 $323,000 1,294 0.13% 323,000 1,294 0    Business Software & S...
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 48 New $46.49 $244,000 5,180 0.1% 244,000 5,180 0.002    N/A

      3 Records Found
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