Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Wheelhouse Advisory Group LLC
  City: ST. LOUIS
  State: MO
  Zip: 63127
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,226,000
  Total Value Change : $15,718,000
  Securities Held Change : 1
   
All Securities Held : 38
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 19
  Unchanged Positions : 1
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
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 24 New $903.99 $480,000 531 0.37% 480,000 531 0    Semiconductor - Speci...
   (NKE)1 Year Chart         NKE Nike Inc B 31 New $92.72 $302,000 3,218 0.23% 302,000 3,218 0    Textile - Apparel Foo...
   (V)1 Year Chart         V Visa Inc 36 New $279.39 $203,000 728 0.16% 203,000 728 0    Business Services

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results