Fund HoldingsAlexander Randolph Advisory, Inc.

Total Portfolio Value
$106.76M
Total Bought
$600.3K
Total Sold
$9.63M
Net Transaction
-$9.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC(GOOG)25,48124,954-5273,8464,5454.26%+700
ISHARES U S ETF TR
SHOR DURA BD ETF
234,659241,413+6,75411,84112,15011.38%+309
AMGEN INC(AMGN)7,1757,030-1452,0402,1972.06%+157
MICROSOFT CORP(MSFT)8,3898,201-1883,5293,6653.43%+136
APPLE INC(AAPL)1,8681,86803203930.37%+73
TEMPLETON EMERGING MKTS FD123,994123,99401,4801,5331.44%+52
INVESCO QQQ TR1,3461,338-85986410.60%+43
VANGUARD WORLD FD
INF TECH ETF
82782704344770.45%+43
ABRDN EMRG MKTS EQTY INCM FD143,403143,40307247570.71%+33
QUALCOMM INC(QCOM)2,1121,940-1723583860.36%+29
ISHARES TR4,6575,042+3853723950.37%+23
VANGUARD INTL EQUITY INDEX F5,5835,58302332440.23%+11
SPDR S&P 500 ETF TR(SPY)622615-73253350.31%+9
AMERICAN EXPRESS CO(AXP)3,9403,912-288979060.85%+9
CITIGROUP INC(C)12,32812,32807807820.73%+3
QORVO INC(QRVO)13,57613,452-1241,5591,5611.46%+2
ISHARES U S ETF TR
SHOR MAT MUN ETF
5,0005,00002512510.23%0
PUBLIC STORAGE OPER CO(PSA)80380302332310.22%-2
ISHARES TR1,3481,34802522450.23%-6
VANGUARD TAX-MANAGED FDS9,1009,10004574500.42%-7
VANGUARD INDEX FDS2,8212,82102442360.22%-8
SPDR S&P MIDCAP 400 ETF TR(MDY)40440402252160.20%-9
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,7652,76502612520.24%-9
ISHARES TR1,5551,55502472370.22%-10
ISHARES TR4,8854,88502972860.27%-11
ROYCE SMALL CAP TRUST INC(RVT)28,98429,556+5724404280.40%-12
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
24,40524,40504524370.41%-15
ISHARES TR4,3314,316-154794600.43%-18
SKYWORKS SOLUTIONS INC(SWKS)12,39112,420+291,3421,3241.24%-18
DNP SELECT INCOME FD INC(DNP)33,34833,049-2993022720.25%-31
ISHARES TR
CORE 1 5 YR USD
223,965223,612-35310,62510,5929.92%-32
ISHARES TR9,8459,84502802440.23%-36
BRANDYWINEGBL GBL INCM OPP F114,900113,214-1,6869749350.88%-39
ISHARES TR11,3369,786-1,5504664170.39%-49
VISHAY INTERTECHNOLOGY INC(VSH)76,00174,046-1,9551,7241,6511.55%-72
JPMORGAN CHASE & CO.(JPM)18,69018,012-6783,7443,6433.41%-100
MEDTRONIC PLC(MDT)13,52413,52401,1791,0641.00%-114
CISCO SYS INC(CSCO)56,28455,618-6662,8092,6422.48%-167
OMNICOM GROUP INC(OMC)25,01824,673-3452,4212,2132.07%-208
ROYCE MICRO-CAP TR INC994,556996,865+2,3099,3999,1618.58%-237
INVESCO LTD(IVZ)139,190138,080-1,1102,3092,0661.93%-243
MANPOWERGROUP INC WIS(MAN)32,05231,861-1912,4892,2242.08%-265
THE CIGNA GROUP(CI)7,9877,792-1952,9012,5762.41%-325
MORGAN STANLEY EMERGING MKTS1,517,7331,504,540-13,1937,2096,8616.43%-349
ALLSTATE CORP(ALL)20,95020,493-4573,6253,2723.06%-353
VIATRIS INC(VTRS)351,535347,587-3,9484,1973,6953.46%-502
FRANKLIN RESOURCES INC(BEN)92,31691,941-3752,5952,0551.92%-540
WARNER BROS DISCOVERY INC(WBD)423,153420,460-2,6933,6943,1282.93%-566
CARTERS INC(CRI)34,03134,005-262,8822,1071.97%-774
PVH CORPORATION(PVH)21,59421,354-2403,0362,2612.12%-776
LABORATORY CORP AMER HLDGS4,1830-4,1839140-914
RLJ LODGING TR(RLJ)459,102454,860-4,2425,4274,3804.10%-1,046
CVS HEALTH CORP(CVS)55,89655,567-3294,4583,2823.07%-1,176
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