Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T (RSP) | 314,803 | +178 | $53,318 |
RSP | 314,803 | +178 | $53,318 |
SCHWAB STRATEGIC TR | 812,712 | +33,197 | $49,616 |
SCHB | 812,712 | +33,197 | $49,616 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 547,075 | -20,715 | $32,617 |
FTSM | 547,075 | -20,715 | $32,617 |
SCHWAB STRATEGIC TR | 426,613 | -20,954 | $26,476 |
SCHX | 426,613 | -20,954 | $26,476 |
CAMBRIA ETF TR (SYLD) | 332,426 | +2,330 | $24,357 |
SYLD | 332,426 | +2,330 | $24,357 |
SCHWAB STRATEGIC TR | 299,023 | +8,855 | $24,349 |
SCHM | 299,023 | +8,855 | $24,349 |
INVESCO EXCH TRD SLF IDX FD | 1,253,672 | +50,386 | $24,183 |
BSCR | 1,253,672 | +50,386 | $24,183 |
PROSHARES TR (SDS) | 838,629 | +22,549 | $20,848 |
SDS | 838,629 | +22,549 | $20,848 |
NVIDIA CORPORATION | 14,796 | -817 | $13,369 |
NVDA | 14,796 | -817 | $13,369 |
APPLE INC | 68,657 | -3,806 | $11,773 |
AAPL | 68,657 | -3,806 | $11,773 |
WISDOMTREE TR | 70,352 | -3,035 | $7,633 |
DXJ | 70,352 | -3,035 | $7,633 |
ISHARES TR (IHI) | 93,759 | +444 | $5,493 |
IHI | 93,759 | +444 | $5,493 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 140,864 | +50,275 | $5,420 |
FDL | 140,864 | +50,275 | $5,420 |
META PLATFORMS INC | 10,980 | -258 | $5,332 |
META | 10,980 | -258 | $5,332 |
COSTCO WHSL CORP NEW | 7,080 | -101 | $5,187 |
COST | 7,080 | -101 | $5,187 |
FIRST TR EXCHANGE TRADED FD (GRID) | 42,579 | +1,098 | $4,880 |
GRID | 42,579 | +1,098 | $4,880 |
FIRST TR EXCHANGE TRADED FD (RNLC) | 96,328 | -6,583 | $3,681 |
RNLC | 96,328 | -6,583 | $3,681 |
VISA INC | 13,191 | -143 | $3,681 |
V | 13,191 | -143 | $3,681 |
VANGUARD INTL EQUITY INDEX F (VT) | 31,936 | +887 | $3,529 |
VT | 31,936 | +887 | $3,529 |
MICROSOFT CORP | 7,599 | +196 | $3,197 |
MSFT | 7,599 | +196 | $3,197 |
BERKLEY W R CORP | 34,830 | -43 | $3,080 |
WRB | 34,830 | -43 | $3,080 |
LINDE PLC | 5,562 | +110 | $2,582 |
LIN | 5,562 | +110 | $2,582 |
STARBUCKS CORP | 26,090 | +156 | $2,384 |
SBUX | 26,090 | +156 | $2,384 |
STANLEY BLACK & DECKER INC | 21,775 | +704 | $2,132 |
SWK | 21,775 | +704 | $2,132 |
RBB FD INC | 42,056 | -465 | $2,104 |
TBIL | 42,056 | -465 | $2,104 |
CORNING INC | 55,851 | +1,779 | $1,841 |
GLW | 55,851 | +1,779 | $1,841 |
SPDR S&P 500 ETF TR (SPY) | 3,471 | -370 | $1,815 |
SPY | 3,471 | -370 | $1,815 |
TEGNA INC | 117,155 | +117,155 | $1,750 |
TGNA | 117,155 | +117,155 | $1,750 |
AMAZON COM INC | 9,519 | +21 | $1,717 |
AMZN | 9,519 | +21 | $1,717 |
ISHARES TR (IWV) | 5,246 | UNCH | $1,574 |
IWV | 5,246 | UNCH | $1,574 |
PALANTIR TECHNOLOGIES INC | 66,770 | -2,244 | $1,536 |
PLTR | 66,770 | -2,244 | $1,536 |
VERIZON COMMUNICATIONS INC | 35,839 | +29 | $1,504 |
VZ | 35,839 | +29 | $1,504 |
SCHWAB STRATEGIC TR | 27,923 | +54 | $1,284 |
SCHZ | 27,923 | +54 | $1,284 |
SCHWAB STRATEGIC TR | 31,761 | +207 | $1,239 |
SCHF | 31,761 | +207 | $1,239 |
INVESCO SR INCOME TR | 284,342 | UNCH | $1,217 |
VVR | 284,342 | UNCH | $1,217 |
MOHAWK INDS INC | 8,757 | +141 | $1,146 |
MHK | 8,757 | +141 | $1,146 |
FIRST TR EXCH TRADED FD III (FCAL) | 21,120 | UNCH | $1,049 |
FCAL | 21,120 | UNCH | $1,049 |
AMGEN INC | 3,573 | -25 | $1,016 |
AMGN | 3,573 | -25 | $1,016 |
RBB FD INC | 18,407 | +439 | $922 |
XBIL | 18,407 | +439 | $922 |
INVESCO QQQ TR | 2,057 | +5 | $914 |
QQQ | 2,057 | +5 | $914 |
INTERNATIONAL BUSINESS MACHS | 4,686 | +103 | $895 |
IBM | 4,686 | +103 | $895 |
HCA HEALTHCARE INC | 2,597 | -747 | $866 |
HCA | 2,597 | -747 | $866 |
ABBVIE INC | 4,412 | +156 | $804 |
ABBV | 4,412 | +156 | $804 |
THE CIGNA GROUP | 2,142 | -8 | $778 |
CI | 2,142 | -8 | $778 |
TESLA INC | $742 | ||
TSLA | 4,721 | +169 | $830 |
Put | 500 | +500 | $88 |
EXXON MOBIL CORP | 6,323 | -97 | $735 |
XOM | 6,323 | -97 | $735 |
VANGUARD INDEX FDS (VTI) | 2,468 | UNCH | $641 |
VTI | 2,468 | UNCH | $641 |
SCHWAB CHARLES CORP | 8,337 | +4,580 | $603 |
SCHW | 8,337 | +4,580 | $603 |
BERKSHIRE HATHAWAY INC DEL | $559 | ||
BRK.B | 1,329 | -9 | $559 |
EDISON INTL | 7,487 | -146 | $530 |
EIX | 7,487 | -146 | $530 |
See Full List: All Stocks Held By Manchester Financial Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Manchester Financial Inc.
Size ($ in 1000's)
At 03/31/2024: $383,440 At 12/31/2023: $357,902 Manchester Financial Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Manchester Financial Inc. 13F filings. Link to 13F filings: SEC filings |