Instuitional Investor - R.p. Boggs & Co. Wealth Mangement

Fund Profile
Filing Period:
Fund Name: R.p. Boggs & Co. Wealth Mangement
Portfolio Value $196,731,401
Filing Period:
No. Security Ticker Shares Value % Port
1. ROAD 228,347 $24,268,803 12.34%
2. QXO 1,116,119 $24,041,203 12.22%
3. GLD 74,100 $22,588,170 11.48%
4. REGN 29,676 $15,579,935 7.92%
5. CDRE 466,978 $14,873,267 7.56%