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  Name: Ruggaard & Associates LLC
  City: TWINSBURG
  State: OH
  Zip: 44087
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $188,963,000
  Total Value Change : $21,029,000
  Securities Held Change : 8
   
All Securities Held : 115
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 42
  Unchanged Positions : 33
  Decreased Positions : 34

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Holdings Found : 5     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
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 23 New $53.88 $901,000 10,617 0.48% 901,000 10,617 0.017    N/A
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 86 New $0.00 $306,000 11,900 0.16% 306,000 11,900 0.013    N/A
   (BKH)1 Year Chart         BKH Black Hills Corp 103 New $56.78 $222,000 4,109 0.12% 222,000 4,109 0    Electric Utilities
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 102 New $173.42 $222,000 1,348 0.12% 222,000 1,348 0.008    Closed - End Fund - E...
   (COF)1 Year Chart         COF Capital One Financial Corp 108 New $141.81 $211,000 1,612 0.11% 211,000 1,612 0    Credit Services
      5 Records Found
  1    
Page 1 of 1
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