Top 50 Andesa Financial Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.32% | 116.8K | $10.4M | +94.90%(+56.87K) | — | 2023-03-31 | |
| DIVO | AMPLIFY ETF TR | 4.09% | 409.8K | $8.0M | +104.83%(+209.74K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 3.55% | 54.7K | $6.9M | +80.44%(+24.38K) | — | 2023-03-31 | |
| ETN | EATON CORP PLC | 3.35% | 62.4K | $6.5M | +93.76%(+30.20K) | — | 2023-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 2.77% | 134.9K | $5.4M | +116.42%(+72.57K) | — | 2023-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.49% | 62.4K | $4.9M | +99.75%(+31.17K) | — | 2023-03-31 | |
| IVV | ISHARES TR | 2.47% | 20.2K | $4.8M | +119.75%(+10.98K) | — | 2023-03-31 | |
| HD | HOME DEPOT INC | 2.3% | 27.1K | $4.5M | +83.31%(+12.30K) | — | 2023-03-31 | |
| AVGO | BROADCOM INC | 2.24% | 11.4K | $4.4M | +74.55%(+4.89K) | — | 2023-03-31 | |
| QEFA | SPDR INDEX SHS FDS | 2.23% | 125.5K | $4.3M | +121.81%(+68.90K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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