AR

ADIRONDACK RETIREMENT SPECIALISTS, INC.

13F
ADIRONDACK RETIREMENT SPECIALISTS, INC.
Last update 2023-11-10 24 Stocks (1 new)
Value $129.00 Mil Turnover 13 %
Countries:
Top Holdings: TBIL(15.72%)CASH(12.17%)IDT(10.54%)USFR(9.46%)ESLT(7.58%)
Summary Stock Picks Current Portfolio
ADIRONDACK RETIREMENT SPECIALI... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBIL
US Treasury 3 Month Bill ETF
403,937
20,225.1
+66.11%
15.720
+6.26%
2.650
-0.05%
+0.15%
5,805.4
 
CASH
Pathward Financial Inc
339,709
15,657.2
+3.32%
12.170
+0.39%
1.310
+8.14%
+9.53%
1,896.0
Banks
IDT
IDT Corp
614,927
13,559.1
+9.18%
10.540
+0.89%
2.440
+17.19%
+19.53%
1,430.1
Telecommunication Services
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
241,808
12,167.8
+4.07%
9.460
+0.37%
0.080
+0.04%
+0.28%
18,858.3
 
ESLT
Elbit Systems Ltd
49,242
9,748.9
+1.89%
7.580
+0.14%
0.110
+16.16%
+69.83%
20,284.2
Aerospace & Defense
KKR
KKR & Co Inc
128,087
7,890.1
-24.78%
6.130
-1.85%
0.010
+41.96%
-1.71%
129,116.4
Asset Management
XPEL
XPEL Inc
98,550
7,599.1
-10.31%
5.910
-0.75%
0.360
+30.81%
-14.85%
940.9
Vehicles & Parts
CWH
Camping World Holdings Inc
305,294
6,231.0
+25.75%
4.840
+0.99%
0.680
+48.03%
-12.45%
1,138.1
Vehicles & Parts
DAKT
Daktronics Inc
581,736
5,189.1
+56.42%
4.030
+1.45%
1.270
+30.71%
-5.58%
781.9
Hardware
GWRE
Guidewire Software Inc
46,120
4,150.8
-6.64%
3.230
-0.20%
0.060
+17.62%
+32.39%
18,790.7
Software

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Historical Top Holdings Breakdowns

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TBIL
US Treasury 3 Month Bill ETF
2023-09-30
Add
Add
+6.26%
●
49.87 ($49.98) 50.1
$49.94
-0.09%
Add 66.11%
403,937
160,765
MC
Moelis & Co
2023-09-30
Reduce
Reduce
-2.35%
●
43.88 ($47.06) 52.01
$70.35
49.49%
Reduce -44.86%
81,120
-66,008
KKR
KKR & Co Inc
2023-09-30
Reduce
Reduce
-1.85%
●
53.91 ($60.73) 64.46
$144.97
138.71%
Reduce -24.78%
128,087
-42,204
WTLLF
Water Intelligence PLC
2023-09-30
Sold Out
Sold Out
-1.78%
●
4.63 ($5.06) 5.44
$4.00
-20.95%
Sold Out
0
-468,369
DAKT
Daktronics Inc
2023-09-30
Add
Add
+1.45%
●
6.11 ($7.9) 9.85
$15.92
101.52%
Add 56.42%
581,736
209,833
TBBK
The Bancorp Inc
2023-09-30
Add
Add
+1.01%
●
32.16 ($36.42) 40.59
$69.51
90.86%
Add 81.18%
84,332
37,786
MODG
Topgolf Callaway Brands Corp
2023-09-30
Add
Add
+0.99%
●
13.48 ($17.55) 20.45
$9.65
-45.01%
Add 87.1%
197,495
91,940
CWH
Camping World Holdings Inc
2023-09-30
Add
Add
+0.99%
●
19.6 ($26.35) 32.48
$18.19
-30.97%
Add 25.75%
305,294
62,519
IDT
IDT Corp
2023-09-30
Add
Add
+0.89%
●
21.96 ($23.54) 26.05
$56.68
140.78%
Add 9.18%
614,927
51,694
XPEL
XPEL Inc
2023-09-30
Reduce
Reduce
-0.75%
●
74.1 ($80.37) 86.64
$34.01
-57.68%
Reduce -10.31%
98,550
-11,334

ADIRONDACK RETIREMENT SPECIALISTS, INC. Total Holding History ($B)

To

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Asset Allocation

To

ADIRONDACK RETIREMENT SPECIALISTS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Hypothetical Growth since 2023-09-30

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Holdings Heat Map

Size field:

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Holdings Bubble Chart

ADIRONDACK RETIREMENT SPECIALISTS, INC. News

  • 1

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