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  Name: HTG Investment Advisors Inc.
  City: NEW CANAAN
  State: CT
  Zip: 06840
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $172,466,000
  Total Value Change : $19,342,000
  Securities Held Change : 0
   
All Securities Held : 61
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 17
  Unchanged Positions : 23
  Decreased Positions : 18

                  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
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 28 New $0.00 $900,000 17,734 0.52% 900,000 17,734 0.02    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 58 New $144.06 $214,000 1,450 0.12% 214,000 1,450 0    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 60 New $105.35 $206,000 1,684 0.12% 206,000 1,684 0    Entertainment - Diver...

      3 Records Found
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