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  Name: FinDec Wealth Services Inc.
  City: Stockton
  State: CA
  Zip: 95207
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $149,652,000
  Total Value Change : $11,239,000
  Securities Held Change : -1
   
All Securities Held : 43
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 20
  Unchanged Positions : 3
  Decreased Positions : 16

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Holdings Found : 4     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
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 17 New $0.00 $4,303,000 152,436 2.88% 4,303,000 152,436 0.202    N/A
   (CATH)1 Year Chart         CATH Global X S&p 500 Catholic V... 39 New $63.98 $279,000 4,816 0.19% 279,000 4,816 0.052    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 41 New $202.11 $213,000 1,255 0.14% 213,000 1,255 0    Domestic Money Center...
   (JBHT)1 Year Chart         JBHT JB Hunt Transport Services Inc 42 New $167.59 $204,000 1,023 0.14% 204,000 1,023 0.001    Trucking

      4 Records Found
  1    
Page 1 of 1
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