CF
| |
Cordasco Financial Network13F | |
| Cordasco Financial Network | |
| Last update 2022-07-15 | 604 Stocks (60 new) |
| Value $138.00 Mil | Turnover 6 % |
| Portfolio Report | |
Cordasco Financial Network Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 206,396 | 42881.000 | -0.79% | 31.060 | -0.27% | 0.160 | +1.54% | -0.82% | 39858.525 | ||
IWM | iShares Russell 2000 ETF | 107,435 | 18195.000 | +1.64% | 13.180 | +0.21% | 0.040 | +0.29% | -1.87% | 70762.884 | ||
PLD | Prologis Inc | 55,001 | 6471.000 | +71.87% | 4.690 | +1.96% | 0.010 | -11.66% | -2.00% | 95942.468 | REITs | |
LMT | Lockheed Martin Corp | 10,320 | 4437.000 | +0.99% | 3.210 | +0.03% | 0.000 | -21.17% | -3.68% | 110944.360 | Aerospace & Defense | |
AAPL | Apple Inc | 19,927 | 2724.000 | +4.31% | 1.970 | +0.08% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
MCHP | Microchip Technology Inc | 43,178 | 2508.000 | -0.95% | 1.820 | -0.02% | 0.010 | -28.15% | -3.77% | 29637.595 | Semiconductors | |
TFC | Truist Financial Corp | 49,946 | 2369.000 | 0% | 1.720 | 0% | 0.000 | +1.83% | -1.38% | 56791.332 | Banks | |
MRK | Merck & Co Inc | 25,324 | 2309.000 | +2.34% | 1.670 | +0.04% | 0.000 | -8.55% | -0.23% | 251066.338 | Drug Manufacturers | |
MO | Altria Group Inc | 34,727 | 1451.000 | -0.86% | 1.050 | -0.01% | 0.000 | +4.39% | -2.72% | 86215.136 | Tobacco Products | |
IWV | iShares Russell 3000 ETF | 6,413 | 1394.000 | +1.42% | 1.010 | +0.01% | 0.010 | +1.42% | -0.86% | 15425.659 |
Cordasco Financial Network's Historical Top Holdings Breakdowns
Cordasco Financial Network Total Holding History ($B)
Cordasco Financial Network's Asset Allocation
Cordasco Financial Network Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cordasco Financial Network's Hypothetical Growth since 2022-06-30
Cordasco Financial Network's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cordasco Financial Network's Holdings Heat Map
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Cordasco Financial Network's Holdings Bubble Chart
Cordasco Financial Network News
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