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Name: |
WALDEN WEALTH PARTNERS LLC |
City: |
BEACHWOOD |
State: |
OH |
Zip: |
44122 |
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Holdings
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10 |
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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 |
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DHR |
Danaher Corp |
51 |
New |
$265.80 |
$470,000 |
1,942 |
0.27% |
470,000 |
1,942 |
0 |
General Building Mate... |
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GE |
General Electric Co |
56 |
New |
$159.89 |
$400,000 |
2,712 |
0.23% |
400,000 |
2,712 |
0 |
Conglomerates |
|
VNT |
Vontier Corp |
61 |
New |
$39.77 |
$323,000 |
7,559 |
0.19% |
323,000 |
7,559 |
0.004 |
N/A |
|
FB |
Meta Platforms Inc |
80 |
New |
$471.91 |
$239,000 |
467 |
0.14% |
239,000 |
467 |
0 |
Internet Service Prov... |
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CI |
Cigna Corporation |
82 |
New |
$338.71 |
$234,000 |
648 |
0.14% |
234,000 |
648 |
0 |
Health Care Plans |
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CPRT |
Copart Inc |
85 |
New |
$54.50 |
$222,000 |
3,984 |
0.13% |
222,000 |
3,984 |
0 |
Auto Dealerships |
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PGR |
Progressive Corp |
86 |
New |
$209.22 |
$219,000 |
1,045 |
0.13% |
219,000 |
1,045 |
0 |
Property & Casualty I... |
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XOP |
SPDR S&P Oil & Gas Explorat... |
88 |
New |
$152.44 |
$207,000 |
1,300 |
0.12% |
207,000 |
1,300 |
0 |
Closed - End Fund - E... |
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WM |
Waste Management Inc |
87 |
New |
$210.44 |
$207,000 |
1,000 |
0.12% |
207,000 |
1,000 |
0.001 |
Waste Management |
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CHD |
Church & Dwight Co Inc |
90 |
New |
$106.39 |
$204,000 |
2,000 |
0.12% |
204,000 |
2,000 |
0.001 |
Cleaning Products |
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