SC
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S.C. Financial Services, Inc.13F | |
S.C. Financial Services, Inc. | |
Last update 2023-01-20 | 114 Stocks (26 new) |
Value $64.00 Mil | Turnover 16 % |
S.C. Financial Services, Inc. Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 22,944 | 2,981.1 | +6.59% | 4.670 | +0.29% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
IVV | iShares Core S&P 500 ETF | 6,715 | 2,580.0 | -14.91% | 4.040 | -0.69% | 0.000 | +19.71% | +7.98% | 636,576.3 | ||
MSFT | Microsoft Corp | 8,977 | 2,152.8 | +10.39% | 3.370 | +0.32% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
JNJ | Johnson & Johnson | 11,616 | 2,051.9 | +11.92% | 3.210 | +0.34% | 0.000 | +7.37% | +18.05% | 404,051.9 | Drug Manufacturers | |
ABBV | AbbVie Inc | 12,133 | 1,960.8 | +2.00% | 3.070 | +0.06% | 0.000 | +8.60% | +8.20% | 330,511.7 | Drug Manufacturers | |
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 37,104 | 1,629.6 | +27.36% | 2.550 | +0.55% | 0.050 | +1.99% | +3.61% | 3,344.6 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 18,031 | 1,528.1 | -32.66% | 2.390 | -1.13% | 0.010 | +20.02% | +7.18% | 13,942.2 | ||
XOM | Exxon Mobil Corp | 12,934 | 1,426.7 | +9.67% | 2.230 | +0.20% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
ABT | Abbott Laboratories | 12,548 | 1,377.7 | +1.78% | 2.160 | +0.04% | 0.000 | -4.13% | +12.76% | 218,749.7 | Medical Devices & Instruments | |
BUFT |
FT Cboe Vest Buffered Allocation Defensive ETF
FT Cboe Vest Buffered Allocation Defensive ETF
| 72,788 | 1,342.9 | +33.79% | 2.100 | +0.53% | 1.030 | +9.03% | +5.73% | 119.8 |
S.C. Financial Services, Inc.'s Historical Top Holdings Breakdowns
S.C. Financial Services, Inc. Total Holding History ($B)
S.C. Financial Services, Inc.'s Asset Allocation
S.C. Financial Services, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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S.C. Financial Services, Inc.'s Hypothetical Growth since 2022-12-31
S.C. Financial Services, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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S.C. Financial Services, Inc.'s Holdings Heat Map
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S.C. Financial Services, Inc.'s Holdings Bubble Chart
S.C. Financial Services, Inc. News
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