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  Name: Foundry Financial Group Inc.
  City: LACONIA
  State: NH
  Zip: 03246
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $140,108,000
  Total Value Change : $22,140,000
  Securities Held Change : 6
   
All Securities Held : 57
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 31
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 7     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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 37 New $943.59 $333,000 368 0.24% 333,000 368 0    Semiconductor - Speci...
   (FB)1 Year Chart         FB Meta Platforms Inc 39 New $473.23 $289,000 596 0.21% 289,000 596 0    Internet Service Prov...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 40 New $183.63 $278,000 1,543 0.2% 278,000 1,543 0    Internet Software & S...
   (BSMS)1 Year Chart         BSMS Invesco Bulletshares 2028 M... 45 New $0.00 $247,000 10,533 0.18% 247,000 10,533 0.012    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 47 New $175.43 $222,000 1,456 0.16% 222,000 1,456 0    Search Engines & Info...
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 51 New $0.00 $201,000 9,995 0.14% 201,000 9,995 0.011    N/A
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 52 New $0.00 $196,000 10,159 0.14% 196,000 10,159 0.009    N/A

      7 Records Found
  1    
Page 1 of 1
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