Fund HoldingsAlexander Randolph Advisory, Inc.

Total Portfolio Value
$102.13M
Total Bought
$1.14M
Total Sold
$10.80M
Net Transaction
-$9.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)59,69057,090-2,6002,6793,8683.79%+1,188
ISHARES TR
CORE 1 5 YR USD
205,068209,648+4,5809,79610,1369.92%+340
THE CIGNA GROUP(CI)7,5697,312-2572,0902,4062.36%+316
NATIONAL HEALTH INVS INC(NHI)03,907+3,90702890.28%+289
AMGEN INC(AMGN)6,9296,700-2291,8062,0872.04%+281
BRANDYWINEGBL GBL INCM OPP F115,954128,200+12,2469281,0701.05%+143
TEMPLETON EMERGING MKTS FD128,758130,462+1,7041,5391,6761.64%+138
ALLSTATE CORP(ALL)19,71318,798-9153,8003,8933.81%+92
ISHARES U S ETF TR
SHOR MAT MUN ETF
5,0006,495+1,4952503260.32%+77
MEDTRONIC PLC(MDT)13,50112,717-7841,0781,1431.12%+64
ISHARES TR5,0425,421+3793814430.43%+62
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
24,40525,245+8404474810.47%+35
DNP SELECT INCOME FD INC(DNP)29,52229,52202602920.29%+32
ISHARES TR11,44211,44202392690.26%+30
VANGUARD TAX-MANAGED FDS9,1009,10004354630.45%+27
MORGAN STANLEY EMERGING MKTS1,488,3071,442,777-45,5306,7576,7816.64%+24
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,7652,76502372580.25%+22
VANGUARD INDEX FDS2,8212,927+1062512650.26%+14
CISCO SYS INC(CSCO)53,23951,238-2,0013,1523,1623.10%+10
VANGUARD INTL EQUITY INDEX F5,5835,58302462530.25%+7
CITIGROUP INC(C)10,02310,02307067120.70%+6
SPDR S&P 500 ETF TR(SPY)599637+383513560.35%+5
LABCORP HOLDINGS INC(LH)4,2664,224-429789830.96%+5
QORVO INC(QRVO)13,59213,137-4559509510.93%+1
QUALCOMM INC(QCOM)1,9401,94002982980.29%-0
PUBLIC STORAGE OPER CO(PSA)81081002432420.24%-0
ISHARES TR1,3481,34802572570.25%-0
SPDR S&P MIDCAP 400 ETF TR(MDY)40440402302160.21%-15
ISHARES TR1,5551,55502552350.23%-21
MANPOWERGROUP INC WIS(MAN)33,14832,540-6081,9131,8831.84%-30
ROYCE SMALL CAP TRUST INC(RVT)30,96331,600+6374894500.44%-39
APPLE INC(AAPL)1,5851,58503973520.34%-45
ISHARES TR4,8854,256-6293042480.24%-56
JPMORGAN CHASE & CO.(JPM)13,35912,729-6303,2023,1223.06%-80
INVESCO QQQ TR1,3041,246-586675840.57%-82
OMNICOM GROUP INC(OMC)24,55124,479-722,1122,0301.99%-83
ISHARES TR4,3163,890-4264974070.40%-91
ISHARES TR9,9517,366-2,5854163220.32%-94
WARNER BROS DISCOVERY INC(WBD)403,828388,892-14,9364,2684,1734.09%-96
AMERICAN EXPRESS CO(AXP)3,7403,712-281,1109990.98%-111
VISHAY INTERTECHNOLOGY INC(VSH)73,11370,673-2,4401,2391,1241.10%-115
VANGUARD WORLD FD
INF TECH ETF
827664-1635143600.35%-154
FRANKLIN RESOURCES INC(BEN)90,21686,986-3,2301,8301,6741.64%-156
ABRDN EMERGING MARKETS EX CH143,403100,109-43,2947444970.49%-248
ISHARES U S ETF TR
SHOR DURA BD ETF
303,311294,753-8,55815,31714,99414.68%-323
SKYWORKS SOLUTIONS INC(SWKS)12,40511,985-4201,1007750.76%-325
MICROSOFT CORP(MSFT)7,8977,895-23,3292,9642.90%-365
CARTERS INC(CRI)42,87041,550-1,3202,3231,6991.66%-624
PVH CORPORATION(PVH)21,32120,634-6872,2551,3341.31%-921
ALPHABET INC(GOOG)24,88724,376-5114,7113,7703.69%-942
RLJ LODGING TR(RLJ)445,395427,895-17,5004,5473,3763.31%-1,171
VIATRIS INC(VTRS)343,422333,177-10,2454,2762,9022.84%-1,374
ROYCE MICRO-CAP TR INC991,033982,323-8,7109,6638,2818.11%-1,382
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