KT
| |
Kistler-Tiffany Companies, LLC13F | |
Kistler-Tiffany Companies, LLC | |
Last update 2023-08-01 | 898 Stocks (119 new) |
Value $616.00 Mil | Turnover 12 % |
Portfolio Report |
Kistler-Tiffany Companies, LLC... Top Holdings of 2023-06-30
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 451,324 | 91492.380 | +0.64% | 14.840 | +0.09% | 0.320 | +1.43% | -0.83% | 37229.012 | ||
VOO | Vanguard S&P 500 ETF | 46,416 | 18904.400 | -1.09% | 3.070 | -0.04% | 0.010 | +1.14% | -0.91% | 528294.358 | ||
AAPL | Apple Inc | 97,312 | 18875.540 | +1.63% | 3.060 | +0.05% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
VYM | Vanguard High Dividend Yield Indx ETF | 162,319 | 17217.170 | +1.23% | 2.790 | +0.03% | 0.030 | -1.31% | -1.16% | 57887.686 | ||
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 523,622 | 16813.500 | +15.54% | 2.730 | +0.37% | 0.250 | -1.63% | -0.67% | 9645.089 | ||
WST | West Pharmaceutical Services Inc | 41,234 | 15770.770 | 0% | 2.560 | 0% | 0.060 | +14.44% | +1.27% | 24024.666 | Medical Devices & Instruments | |
VTI | Vanguard Total Stock Market ETF | 62,877 | 13850.440 | +3.19% | 2.250 | +0.07% | 0.000 | +1.52% | -0.87% | 428154.700 | ||
SDY | SPDR Dividend ETF | 102,212 | 12529.200 | 0% | 2.030 | 0% | 0.060 | -7.45% | -2.54% | 19639.189 | ||
VEA | Vanguard FTSE Developed Markets ETF | 228,345 | 10544.970 | +2.00% | 1.710 | +0.03% | 0.010 | -6.74% | -0.61% | 135974.140 | ||
VIG | Vanguard Dividend Appreciation FTF | 56,641 | 9200.230 | -0.05% | 1.490 | 0% | 0.010 | -2.25% | -1.53% | 83388.599 |
Kistler-Tiffany Companies, LLC's Historical Top Holdings Breakdowns
Kistler-Tiffany Companies, LLC's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 2023-03-31 | Reduce | -0.71% | 172.11 ($181.44) 189.61 | $267.46 | 47.41% | Reduce -4.23% | 448,465 | -19,796 | |
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 2023-03-31 | Add | +0.58% | 31.58 ($32.07) 32.64 | $32.54 | 1.47% | Add 26.1% | 453,207 | 93,801 | |
IGIB | iShares Intermediate Credit Bond ETF | 2023-06-30 | Add | +0.51% | 49.76 ($50.5) 51.12 | $50.94 | 0.87% | Add 780.7% | 70,852 | 62,807 | |
GLD | SPDR Gold Shares ETF | 2023-06-30 | Add | +0.50% | 177.09 ($183.74) 190.44 | $248.21 | 35.09% | Add 269.91% | 23,837 | 17,393 | |
AVGO | Broadcom Inc | 2023-06-30 | Add | +0.49% | 61.02 ($71.2) 88.62 | $224.31 | 215.04% | Add 141.65% | 59,640 | 3,496 | |
SPY | S&P 500 ETF TRUST ETF | 2023-06-30 | Add | +0.43% | 402.86 ($418.22) 443.28 | $580.49 | 38.80% | Add 66.04% | 14,914 | 5,932 | |
LMT | Lockheed Martin Corp | 2023-06-30 | Add | +0.37% | 442.83 ($464.31) 501.41 | $468.05 | 0.81% | Add 250.33% | 6,961 | 4,974 | |
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 2023-06-30 | Add | +0.37% | 31.77 ($32.09) 32.36 | $32.54 | 1.40% | Add 15.54% | 523,622 | 70,415 | |
XLE | The Energy Select Sector SPDR Fund | 2023-06-30 | Add | +0.35% | 75.92 ($80.86) 86.47 | $88.39 | 9.31% | Add 11478.26% | 26,630 | 26,400 | |
GIS | General Mills Inc | 2023-06-30 | Add | +0.33% | 76.3 ($85.46) 90.61 | $58.50 | -31.55% | Add 418.94% | 33,337 | 26,913 |
Kistler-Tiffany Companies, LLC Total Holding History ($B)
Kistler-Tiffany Companies, LLC's Asset Allocation
Kistler-Tiffany Companies, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Kistler-Tiffany Companies, LLC's Hypothetical Growth since 2023-06-30
Kistler-Tiffany Companies, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Kistler-Tiffany Companies, LLC's Holdings Heat Map
Size field:
Kistler-Tiffany Companies, LLC's Holdings Bubble Chart
Kistler-Tiffany Companies, LLC News
- 1