News + Filings Holdings
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Fi3 FINANCIAL ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 138,448 | 138,448 | 7,258,838,000 | 7,258,838,000 | 3.80 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 1,399 | 1,399 | 295,553,000 | 295,553,000 | 0.15 | |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 326 | 326 | 283,001,000 | 283,001,000 | 0.15 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 872 | 872 | 260,266,000 | 260,266,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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DELTA AIR LINES, INC.
| DAL | Common | 5,263 | 5,263 | 250,203,000 | 250,203,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 2,067 | 2,067 | 235,452,000 | 235,452,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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WASTE MANAGEMENT INC
| WM | Common | 1,307 | 1,307 | 226,672,000 | 226,672,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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DEERE & CO
| DE | Common | 513 | 513 | 207,839,000 | 207,839,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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