Kistler Tiffany Companies, LLC Portfolio Holdings

Kistler Tiffany Companies, LLC

  • $615 Million
  • Q2 2023

Kistler Tiffany Companies, LLC has filed its 13F form on August 01, 2023 for Q2 2023 where it was disclosed a total value porftolio of $615 Million distributed in 898 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $91.5M, Vanguard Index Fds S&P 500 ETF with a value of $18.9M, Apple Inc. with a value of $18.9M, Vanguard Whitehall Fds (Vangua with a value of $17.2M, and Spdr Portfolio Intermediate Te with a value of $16.8M.

Examining the 13F form we can see an increase of $90.8M in the current position value, from $524M to 615M.

Kistler Tiffany Companies, LLC is based out at Berwyn, PA

Below you can find more details about Kistler Tiffany Companies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $615 Million
ETFs: $347 Million
Technology: $54.4 Million
Healthcare: $51.4 Million
Consumer Defensive: $28.3 Million
Financial Services: $27 Million
Industrials: $26.4 Million
Communication Services: $23.3 Million
Consumer Cyclical: $22.6 Million
Other: $32.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$286M
$356,000 0.06% of portfolio
4,789
Q2 2023 Added 59.63%
$289M
$31,000 0.01% of portfolio
3,000
Q3 2022 Reduced 71.15%
$70.7M
$0 0.0% of portfolio
350
Q1 2021 New
$202M
$0 0.0% of portfolio
100
Q2 2019 New
$190M
$1,000 0.0% of portfolio
1,400
Q4 2020 Reduced 36.36%
$57.4M
$1,000 0.0% of portfolio
201
Q2 2023 New
$183M
$0 0.0% of portfolio
2
Q1 2022 New
$220M
$0 0.0% of portfolio
11
Q2 2021 New
$229M
$0 0.0% of portfolio
9
Q1 2023 Reduced 75.0%

Summary

  • Portfolio
  • No. of Stocks 898
  • Current Value $615 Million
  • Prior Value $524 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 01, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 121 stocks
  • Additional Purchases 239 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 175 stocks
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