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  Name: Fox Financial Inc
  City: Wyomissing
  State: PA
  Zip: 19610
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,411,000
  Total Value Change : $5,986,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 4
  Unchanged Positions : 1
  Decreased Positions : 8

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Holdings Found : 13     View All Holdings Currently Viewing:  ALL     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
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 1 - $64.95 $20,889,000 325,628 18.92% 1,567,000 -4,938 0.339    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 2 - $452.90 $18,934,000 42,643 17.15% 1,004,000 -1,140 0.009    Closed - End Fund - Debt
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 3 - $70.09 $18,124,000 251,065 16.42% 1,356,000 -1,534 0.106    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 4 - $213.03 $17,038,000 81,806 15.43% 1,005,000 -1,491 0.027    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 5 - $43.15 $15,618,000 362,876 14.15% 223,000 -2,114 0.04    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 6 - $83.59 $11,265,000 133,968 10.2% 771,000 -1,037 0.037    Closed - End Fund - E...
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 7 - $0.00 $5,676,000 102,772 5.14% 378,000 -279 0.114    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... 8 - $0.00 $695,000 17,870 0.63% -480,000 -14,288 0.02    N/A
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 9 - $75.10 $548,000 7,493 0.5% 61,000 8 0    Closed - End Fund - E...
   (XSHQ)1 Year Chart         XSHQ Powershares S&p Smallcap Qu... 10 - $0.00 $546,000 13,268 0.49% 18,000 30 0.147    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 11 - $206.43 $379,000 1,858 0.34% 24,000 0 0.006    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 12 - $60.79 $374,000 6,155 0.34% 33,000 4,924 0.003    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 13 - $76.74 $325,000 4,268 0.29% 26,000 8 0.003    N/A
      13 Records Found
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