Institutions / Kistler-Tiffany Companies, LLC
Kistler-Tiffany Companies, LLC
CIK 1541897 · Institution · as of Jun 30, 2023
Portfolio value
$616.45M
Positions
898
As of
Jun 30, 2023
Portfolio trend
Portfolio value
$616.45M+17.2%Positions
898+13.2%Top holdings
Jun 30, 2023View all 898 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index FdsVV | $91.49M | 14.8% |
| Vanguard Index FdsVOO | $18.90M | 3.1% |
| Apple IncAAPL | $18.88M | 3.1% |
| Vanguard Whitehall FdsVYM | $17.22M | 2.8% |
| SPDR Ser TrSPIB | $16.81M | 2.7% |
| West Pharmaceutical Services IncWST | $15.77M | 2.6% |
| Vanguard Index FdsVTI | $13.85M | 2.2% |
| SPDR Ser TrSDY | $12.53M | 2.0% |
| Vanguard Tax-Managed FdsVEA | $10.54M | 1.7% |
| Vanguard Specialized FundsVIG | $9.20M | 1.5% |
| Microsoft CorpMSFT | $8.43M | 1.4% |
| Vanguard World FdMGK | $8.06M | 1.3% |
| Vanguard Index FdsVXF | $7.65M | 1.2% |
| iShares TrIJH | $7.36M | 1.2% |
| SPDR Ser TrSPYM | $7.09M | 1.2% |
| SPDR S&P 500 ETF TrSPY | $6.61M | 1.1% |
| Merck & Co., Inc.MRK | $6.10M | 1.0% |
| Pepsico IncPEP | $5.94M | 1.0% |
| iShares TrIWF | $5.50M | 0.9% |
| Broadcom Inc.AVGO | $5.17M | 0.8% |
| Alphabet Inc.GOOG | $5.12M | 0.8% |
| Johnson & JohnsonJNJ | $5.02M | 0.8% |
| Goldman Sachs ETF TrGSEW | $4.60M | 0.7% |
| Vanguard Index FdsVB | $4.29M | 0.7% |
| SPDR Gold TrGLD | $4.25M | 0.7% |
Activity
Jun 30, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2020 as of | Add Other (per filing) | VV VV | $37.14M | +211K +113.14% | 398,161 11.35% of portfolio | medium |
| Q4 2020 as of | Trim Other (per filing) | West Pharmaceutical Services Inc common | $-18.21M | -64K -60.22% | 42,450 1.95% of portfolio | medium |
| Q4 2021 as of | Add Other (per filing) | VOO Voo | $13.74M | +31K +82.37% | 69,660 4.93% of portfolio | medium |
| Q4 2020 as of | Add |