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| Name: |
Equita Financial Network Inc. |
| City: |
FORT WASHINGTON |
| State: |
PA |
| Zip: |
19034 |
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data |
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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 |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
20 |
New |
$50.23 |
$3,262,000 |
64,468 |
1.46% |
3,262,000 |
64,468 |
0.004 |
N/A |
|
|
PEAK |
Healthpeak Properties |
36 |
New |
$35.78 |
$1,320,000 |
70,422 |
0.59% |
1,320,000 |
70,422 |
0.013 |
REIT - Healthcare Fac... |
|
|
NVDA |
NVIDIA Corporation |
58 |
New |
$903.99 |
$362,000 |
401 |
0.16% |
362,000 |
401 |
0 |
Semiconductor - Speci... |
|
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AMZN |
Amazon.com Inc |
60 |
New |
$186.57 |
$320,000 |
1,771 |
0.14% |
320,000 |
1,771 |
0 |
Internet Software & S... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
63 |
New |
$79.56 |
$282,000 |
3,495 |
0.13% |
282,000 |
3,495 |
0.001 |
N/A |
|
|
MPC |
Marathon Petroleum Corp |
64 |
New |
$177.86 |
$267,000 |
1,325 |
0.12% |
267,000 |
1,325 |
0 |
Oil & Gas Refining, P... |
|
|
VGIT |
Vanguard Intermediate -Ter |
66 |
New |
$57.69 |
$257,000 |
4,388 |
0.12% |
257,000 |
4,388 |
0 |
Closed - End Fund - Debt |
|
|
SCHA |
Schwab Strategic Trust |
69 |
New |
$48.09 |
$246,000 |
4,986 |
0.11% |
246,000 |
4,986 |
0 |
Closed - End Fund - Debt |
|
|
SCHV |
Schwab Strategic Trust |
68 |
New |
$74.77 |
$246,000 |
3,237 |
0.11% |
246,000 |
3,237 |
0.003 |
Closed - End Fund - Debt |
|
|
PEP |
Pepsico Inc |
70 |
New |
$180.90 |
$202,000 |
1,152 |
0.09% |
202,000 |
1,152 |
0 |
Beverage Soft Drinks... |
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