Fullen Financial Group current holdings: USA Stocks
Fullen Financial Group reported $0.00 billion in share positions in stocks (listed in the US), 2 positions, in its Form 13F for the quarter ended 2023-03-31; the largest are JPM, AAPL.
- JPM: Country of operation United States; Class COM; Shares 6,195; Value $856,345.
- AAPL: Country of operation United States; Class COM; Shares 1,561; Value $264,832.
Form 13F-HR as filed (SEC CIK 1822731): quarter ended 2023-03-31, filed 2023-05-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | United States | COM | 6,195 | $856,345 | 76.38% | 2023-03-31 | 2023-05-30 | +157.06% |
| AAPL APPLE INC | United States | COM | 1,561 | $264,832 | 23.62% | 2023-03-31 | 2023-05-30 |
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