Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR(SPY) | 0 | 32,854 | +32,854 | 0 | 15,616 | 10.84% | +15,616 |
| VANGUARD INDEX FDS | 0 | 50,641 | +50,641 | 0 | 7,571 | 5.25% | +7,571 |
| CITY HLDG CO(CHCO) | 12,278 | 30,274 | +17,996 | 1,109 | 3,338 | 2.32% | +2,229 |
| VANGUARD INDEX FDS | 44,930 | 46,589 | +1,659 | 9,544 | 11,052 | 7.67% | +1,508 |
| APPLE INC(AAPL) | 4,270 | 11,223 | +6,953 | 731 | 2,161 | 1.50% | +1,430 |
| UNITED BANKSHARES INC WEST V(UBSI) | 0 | 35,038 | +35,038 | 0 | 1,316 | 0.91% | +1,316 |
| VANGUARD INDEX FDS | 26,219 | 26,522 | +303 | 10,296 | 11,585 | 8.04% | +1,289 |
| EXXON MOBIL CORP | 0 | 9,891 | +9,891 | 0 | 989 | 0.69% | +989 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 9,800 | 14,732 | +4,932 | 1,078 | 1,892 | 1.31% | +814 |
| ELI LILLY & CO(LLY) | 0 | 1,226 | +1,226 | 0 | 715 | 0.50% | +715 |
| VANGUARD BD INDEX FDS | 0 | 4,920 | +4,920 | 0 | 362 | 0.25% | +362 |
| AMERICAN ELEC PWR CO INC | 4,827 | 7,985 | +3,158 | 363 | 649 | 0.45% | +285 |
| MICROSOFT CORP(MSFT) | 824 | 1,422 | +598 | 260 | 535 | 0.37% | +275 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 6,983 | +6,983 | 0 | 263 | 0.18% | +263 |
| MERCK & CO INC(MRK) | 0 | 2,246 | +2,246 | 0 | 245 | 0.17% | +245 |
| INTEL CORP(INTC) | 0 | 4,779 | +4,779 | 0 | 240 | 0.17% | +240 |
| AMAZON COM INC(AMZN) | 2,085 | 3,309 | +1,224 | 265 | 503 | 0.35% | +238 |
| DIREXION SHS ETF TR | 0 | 16,736 | +16,736 | 0 | 222 | 0.15% | +222 |
| INVESCO QQQ TR | 0 | 534 | +534 | 0 | 219 | 0.15% | +219 |
| AT&T INC(T) | 0 | 12,548 | +12,548 | 0 | 211 | 0.15% | +211 |
| PROSHARES TR | 0 | 11,041 | +11,041 | 0 | 143 | 0.10% | +143 |
| CATALYST PHARMACEUTICALS INC(CPRX) | 21,000 | 20,645 | -355 | 245 | 347 | 0.24% | +102 |
| NVIDIA CORPORATION(NVDA) | 485 | 631 | +146 | 211 | 312 | 0.22% | +101 |
| JPMORGAN CHASE & CO(JPM) | 2,525 | 2,526 | +1 | 366 | 430 | 0.30% | +63 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,426 | 1,552 | +126 | 200 | 254 | 0.18% | +54 |
| GLOBAL PMTS INC(GPN) | 2,736 | 2,740 | +4 | 316 | 348 | 0.24% | +32 |
| UNITEDHEALTH GROUP INC(UNH) | 855 | 855 | 0 | 431 | 450 | 0.31% | +19 |
| OCUGEN INC | 0 | 11,050 | +11,050 | 0 | 6 | 0.00% | +6 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 8,234 | 8,234 | 0 | 382 | 386 | 0.27% | +4 |
| CHEVRON CORP NEW(CVX) | 3,185 | 3,339 | +154 | 537 | 498 | 0.35% | -39 |
| BERKSHIRE HATHAWAY INC DEL | 271,679 | 227,845 | -43,834 | 95,169 | 81,263 | 56.39% | -13,906 |