Instuitional Investor - R.p. Boggs & Co. Wealth Mangement
Fund Profile
Filing Period:
Fund Name: | R.p. Boggs & Co. Wealth Mangement |
Portfolio Value | $177,198,430 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | ROAD | 309,399 | $22,236,491 | 13.53% | |
2. | GLD | 72,402 | $20,861,877 | 12.69% | |
3. | CDRE | 455,138 | $13,476,639 | 8.2% | |
4. | HEI, HEI.A | 53,738 | $11,337,040 | 6.9% | |
5. | WCN | 48,315 | $9,430,515 | 5.74% |