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  Name: PUPLAVA FINANCIAL SERVICES INC
  City: SAN DIEGO
  State: CA
  Zip: 92150
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $281,257,000
  Total Value Change : $15,776,000
  Securities Held Change : -1
   
All Securities Held : 108
  New Positions : 19
  Closed Positions : 20
  Increased Positions : 41
  Unchanged Positions : 7
  Decreased Positions : 41

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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 60 - $249.65 $872,000 3,420 0.31% 64,000 0 0.001    Railroads
   (AVGO)1 Year Chart         AVGO Broadcom Limited 70 - $1,395.29 $619,000 467 0.22% 98,000 0 0    Semiconductor- Broad...
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 74 - $115.17 $533,000 5,000 0.19% 103,000 0 0.001    Gold
   (DHR)1 Year Chart         DHR Danaher Corp 78 - $265.80 $455,000 1,823 0.16% 33,000 0 0    General Building Mate...
   (SPG)1 Year Chart         SPG Simon Property Group Inc 83 - $148.79 $391,000 2,500 0.14% 34,000 0 0.001    REIT - Retail
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 88 - $57.68 $279,000 3,500 0.1% 3,000 0 0    Drug Stores
   (TRX)1 Year Chart         TRX TRX Gold Ord Shs 105 - $0.48 $45,000 115,492 0.02% 1,000 0 0.042    Silver

      7 Records Found
  1    
Page 1 of 1
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