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  Name: WALDEN WEALTH PARTNERS LLC
  City: BEACHWOOD
  State: OH
  Zip: 44122
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $172,287,000
  Total Value Change : $13,490,000
  Securities Held Change : 8
   
All Securities Held : 92
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 18
  Unchanged Positions : 50
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     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
   (DHR)1 Year Chart         DHR Danaher Corp 51 New $265.80 $470,000 1,942 0.27% 470,000 1,942 0    General Building Mate...
   (GE)1 Year Chart         GE General Electric Co 56 New $159.89 $400,000 2,712 0.23% 400,000 2,712 0    Conglomerates
   (VNT)1 Year Chart         VNT Vontier Corp 61 New $39.77 $323,000 7,559 0.19% 323,000 7,559 0.004    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 80 New $471.91 $239,000 467 0.14% 239,000 467 0    Internet Service Prov...
   (CI)1 Year Chart         CI Cigna Corporation 82 New $338.71 $234,000 648 0.14% 234,000 648 0    Health Care Plans
   (CPRT)1 Year Chart         CPRT Copart Inc 85 New $54.50 $222,000 3,984 0.13% 222,000 3,984 0    Auto Dealerships
   (PGR)1 Year Chart         PGR Progressive Corp 86 New $209.22 $219,000 1,045 0.13% 219,000 1,045 0    Property & Casualty I...
   (XOP)1 Year Chart         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...
   (WM)1 Year Chart         WM Waste Management Inc 87 New $210.44 $207,000 1,000 0.12% 207,000 1,000 0.001    Waste Management
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 90 New $106.39 $204,000 2,000 0.12% 204,000 2,000 0.001    Cleaning Products

      10 Records Found
  1    
Page 1 of 1
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