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Lanark Financial, Inc.

Q4 2024 Holdings

Filed 2025-01-22 | 1247 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Royal Bank of Canada(RY)Stock780087102$43.5K3604.0%
Apple Inc(AAPL)Stock037833100$35.0K1393.2%
Microsoft(MSFT)Stock594918104$33.9K803.1%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$19.2K321.8%
Broadcom Inc COM(AVGO)Stock11135F101$18.0K771.6%
Amazon.com Inc(AMZN)Stock023135106$15.8K721.4%
Nvidia Corp(NVDA)Stock67066G104$11.3K841.0%
Walmart Inc COM(WMT)Stock931142103$10.0K1110.9%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$10.0K410.9%
Procter and Gamble Co COM(PG)Stock742718109$9.9K590.9%
South State Corp COM Usd2.5(SSBUSD)Stock840441109$9.6K960.9%
Constellation Energy Corp COM(CEG)Stock21037T109$9.3K410.9%
Home Depot(HD)Stock437076102$8.6K220.8%
Visa Inc(V)Stock92826C839$8.4K260.8%
Ishares S&P 500 Index(IVV)ETF464287200$8.3K140.8%
Google Inc(GOOGL)Stock02079K305$8.2K430.7%
Nextera Energy Inc COM(NEE)Stock65339F101$8.0K1120.7%
Lockheed Martin Corp(LMT)Stock539830109$6.9K140.6%
Union PAC Corp COM(UNP)Stock907818108$6.8K290.6%
Deere & Co COM(DE)Stock244199105$6.7K150.6%
Sempra Energy(SRE)Stock816851109$6.2K700.6%
Oracle Corporation(ORCL)Stock68389X105$6.0K360.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.0K1250.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5.9K310.5%
First Trust Capital Strength ETF(FTCS)ETF33733E104$5.9K670.5%
T-Mobile US Inc COM(TMUS)Stock872590104$5.9K260.5%
Johnson & Johnson COM(JNJ)Stock478160104$5.8K400.5%
Unitedhealth Group(UNH)Stock91324P102$5.7K110.5%
Chubb Limited COM(CB)StockH1467J104$5.6K200.5%
DT Midstream Inc Common Stock(DTM)Stock23345M107$5.4K540.5%
Chevron Corp New COM(CVX)Stock166764100$5.4K370.5%
Capital Group Core Equity ETF(CGUS)ETF14020V108$5.2K1490.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$5.0K120.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$5.0K90.5%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4.9K100.5%
Merck & Co Inc(MRK)Stock58933Y105$4.7K470.4%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.6K430.4%
Parker-Hannifin Corp COM(PH)Stock701094104$4.6K70.4%
Nisource Inc COM(NI)Stock65473P105$4.6K1250.4%
Meta Platforms Inc CL A(META)Stock30303M102$4.6K70.4%
Sysco Corp COM(SYY)Stock871829107$4.4K570.4%
ELI Lilly & Co COM(LLY)Stock532457108$4.4K50.4%
Powershares QQQ TR(QQQ)ETF46090E103$4.4K80.4%
Technology Select Sector Spdr(XLK)ETF81369Y803$4.4K180.4%
Linde PLC SHS(LIN)StockG54950103$4.3K100.4%
Morgan Stanley(MS)Stock617446448$4.3K340.4%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$4.2K660.4%
Comcast Corp New CL A(CMCSA)Stock20030N101$4.2K1100.4%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$4.1K480.4%
Cogent Communications Group Inc New(CCOI)Stock19239V302$4.1K530.4%
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