626 Financial, LLC
Q4 2024 13F Holdings
- Locationportage, MI
- Num holdings
109
- Value ($000)
$185,453
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001911035
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DTD WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | $23.05M | 12 % | 303,809 | ||
SYK STRYKER CORPORATION | COM | 863667101 | $21.31M | 12 % | 59,188 | ||
AAPL APPLE INC | COM | 037833100 | $12.73M | 7 % | 50,829 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.04M | 4 % | 19,063 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.94M | 4 % | 36,176 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $7.91M | 4 % | 33,628 | ||
CALF PACER FDS TR | PACER US SMALL | 69374H857 | $6.05M | 3 % | 137,523 | ||
FEMS FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 33737J307 | $5.46M | 3 % | 144,845 | ||
GRPM INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $5.26M | 3 % | 46,658 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $5.10M | 3 % | 26,949 |
Rows Per Page
1 - 10 of 10910
- 10
- 50
- 100