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| Name: |
Fonville Wealth Management LLC |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23229 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Menu
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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 |
|
GD |
General Dynamics Corp |
30 |
- |
$299.02 |
$2,722,000 |
9,635 |
1.21% |
220,000 |
0 |
0.003 |
Aerospace/Defense - M... |
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IWV |
iShares Tr Russell 3000 Indx |
33 |
- |
$302.51 |
$2,446,000 |
8,151 |
1.08% |
215,000 |
0 |
0.017 |
Closed - End Fund - E... |
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MAR |
Marriott International Inc |
53 |
- |
$237.73 |
$1,020,000 |
4,042 |
0.45% |
108,000 |
0 |
0.001 |
Lodging |
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WLTW |
Willis Towers Watson Public... |
68 |
- |
$257.40 |
$427,000 |
1,554 |
0.19% |
52,000 |
0 |
0.001 |
Insurance Brokers |
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ABBV |
Abbvie Inc. |
72 |
- |
$166.42 |
$353,000 |
1,936 |
0.16% |
53,000 |
0 |
0 |
Drug Manufacturers - ... |
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COST |
Costco Wholesale Corp |
75 |
- |
$795.81 |
$311,000 |
425 |
0.14% |
30,000 |
0 |
0 |
Discount, Variety Stores |
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GOOG |
Alphabet Inc |
90 |
- |
$177.29 |
$228,000 |
1,500 |
0.1% |
17,000 |
0 |
0 |
Search Engines & Info... |
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SPY |
Standard & Poors Depository... |
88 |
- |
$529.45 |
$228,000 |
436 |
0.1% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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ITR |
SPDR Series Trust |
91 |
- |
$32.49 |
$216,000 |
6,610 |
0.1% |
-1,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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