HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
606,464 | -32,901 | $37,637 |
| SCHX | 606,464 | -32,901 | $37,637 |
| LISTED FD TR |
590,586 | +590,586 | $17,744 |
| MARZ | 590,586 | +590,586 | $17,744 |
| ISHARES TR (GOVT) |
736,026 | +51,737 | $16,759 |
| GOVT | 736,026 | +51,737 | $16,759 |
| PIMCO ETF TR (LDUR) |
135,701 | -6,372 | $12,873 |
| LDUR | 135,701 | -6,372 | $12,873 |
| API GROUP CORP |
264,834 | +264,834 | $10,400 |
| APG | 264,834 | +264,834 | $10,400 |
| SCHWAB STRATEGIC TR |
96,985 | -188 | $6,536 |
| FNDX | 96,985 | -188 | $6,536 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
29,925 | +7,168 | $5,068 |
| RSP | 29,925 | +7,168 | $5,068 |
| SCHWAB STRATEGIC TR |
60,515 | +6,046 | $4,879 |
| SCHD | 60,515 | +6,046 | $4,879 |
| MICROSOFT CORP |
10,506 | -18 | $4,420 |
| MSFT | 10,506 | -18 | $4,420 |
| ISHARES TR (IVV) |
8,243 | -166 | $4,334 |
| IVV | 8,243 | -166 | $4,334 |
| ISHARES INC (EWZ) |
117,385 | +14,727 | $3,806 |
| EWZ | 117,385 | +14,727 | $3,806 |
| SCHWAB STRATEGIC TR |
100,784 | +79,257 | $3,589 |
| FNDF | 100,784 | +79,257 | $3,589 |
| ISHARES INC (ECH) |
134,704 | +62,447 | $3,579 |
| ECH | 134,704 | +62,447 | $3,579 |
| AMAZON COM INC |
16,322 | UNCH | $2,944 |
| AMZN | 16,322 | UNCH | $2,944 |
| SELECT SECTOR SPDR TR (XLV) |
16,344 | +619 | $2,415 |
| XLV | 16,344 | +619 | $2,415 |
| SELECT SECTOR SPDR TR (XLK) |
11,353 | -1,241 | $2,364 |
| XLK | 11,353 | -1,241 | $2,364 |
| LOCKHEED MARTIN CORP |
5,075 | +222 | $2,308 |
| LMT | 5,075 | +222 | $2,308 |
| VALERO ENERGY CORP |
12,867 | +9 | $2,196 |
| VLO | 12,867 | +9 | $2,196 |
| JOHNSON & JOHNSON |
11,689 | +533 | $1,849 |
| JNJ | 11,689 | +533 | $1,849 |
| ISHARES TR (OEF) |
7,425 | UNCH | $1,837 |
| OEF | 7,425 | UNCH | $1,837 |
| CHEVRON CORP NEW |
11,598 | +1,823 | $1,829 |
| CVX | 11,598 | +1,823 | $1,829 |
| INVESCO EXCHANGE TRADED FD T (RSPN) |
37,990 | +3,858 | $1,813 |
| RSPN | 37,990 | +3,858 | $1,813 |
| ISHARES TR (IEF) |
18,879 | -4,859 | $1,787 |
| IEF | 18,879 | -4,859 | $1,787 |
| VANGUARD WORLD FD (VOX) |
13,249 | UNCH | $1,739 |
| VOX | 13,249 | UNCH | $1,739 |
| TESLA INC |
9,856 | +9,856 | $1,733 |
| TSLA | 9,856 | +9,856 | $1,733 |
| BAKER HUGHES COMPANY |
51,688 | +8,194 | $1,732 |
| BKR | 51,688 | +8,194 | $1,732 |
| APPLE INC |
10,057 | +449 | $1,725 |
| AAPL | 10,057 | +449 | $1,725 |
| GENERAL MLS INC |
24,014 | +6,078 | $1,680 |
| GIS | 24,014 | +6,078 | $1,680 |
| CELANESE CORP DEL |
9,689 | -770 | $1,665 |
| CE | 9,689 | -770 | $1,665 |
| SPDR SER TR (XOP) |
10,698 | +136 | $1,657 |
| XOP | 10,698 | +136 | $1,657 |
| JPMORGAN CHASE & CO |
8,256 | UNCH | $1,654 |
| JPM | 8,256 | UNCH | $1,654 |
| EOG RES INC |
12,817 | +469 | $1,639 |
| EOG | 12,817 | +469 | $1,639 |
| COCA COLA CO |
26,726 | -3,575 | $1,635 |
| KO | 26,726 | -3,575 | $1,635 |
| PROCTER AND GAMBLE CO |
10,010 | -690 | $1,624 |
| PG | 10,010 | -690 | $1,624 |
| QUALCOMM INC |
9,581 | -4,198 | $1,622 |
| QCOM | 9,581 | -4,198 | $1,622 |
| ABBVIE INC |
8,903 | -2,401 | $1,621 |
| ABBV | 8,903 | -2,401 | $1,621 |
| SPDR SER TR (SPLG) |
26,190 | +480 | $1,611 |
| SPLG | 26,190 | +480 | $1,611 |
| LOWES COS INC |
6,277 | -1,172 | $1,599 |
| LOW | 6,277 | -1,172 | $1,599 |
| KBR INC |
24,896 | +8,321 | $1,585 |
| KBR | 24,896 | +8,321 | $1,585 |
| WATSCO INC |
3,642 | +319 | $1,573 |
| WSO | 3,642 | +319 | $1,573 |
| NUVEEN SELECT TAX FREE INCOM |
108,771 | -1,050 | $1,571 |
| NXP | 108,771 | -1,050 | $1,571 |
| PAYCHEX INC |
12,691 | +561 | $1,558 |
| PAYX | 12,691 | +561 | $1,558 |
| ARES MANAGEMENT CORPORATION |
11,678 | -1,313 | $1,553 |
| ARES | 11,678 | -1,313 | $1,553 |
| AIR PRODS & CHEMS INC |
6,349 | +6,349 | $1,538 |
| APD | 6,349 | +6,349 | $1,538 |
| INTERNATIONAL BUSINESS MACHS |
8,036 | -9 | $1,535 |
| IBM | 8,036 | -9 | $1,535 |
| SYSCO CORP |
18,735 | -1,059 | $1,521 |
| SYY | 18,735 | -1,059 | $1,521 |
| INTERPUBLIC GROUP COS INC |
46,259 | +5,944 | $1,509 |
| IPG | 46,259 | +5,944 | $1,509 |
| FORTINET INC |
21,343 | +62 | $1,458 |
| FTNT | 21,343 | +62 | $1,458 |
| CISCO SYS INC |
28,849 | +12,555 | $1,440 |
| CSCO | 28,849 | +12,555 | $1,440 |
 BERKSHIRE HATHAWAY INC DEL |
$1,439 | ||
| BRK.B | 3,423 | +1,400 | $1,439 |
See Full List: All Stocks Held By Access Financial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Access Financial Services Inc.
|
Size ($ in 1000's)
At 03/31/2024: $223,779 At 12/31/2023: $194,108 Access Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Access Financial Services Inc. 13F filings. Link to 13F filings: SEC filings |
