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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 22,944 | 2,981.1 | +6.59% | 4.670 | +0.29% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
IVV | iShares Core S&P 500 ETF | 6,715 | 2,580.0 | -14.91% | 4.040 | -0.69% | 0.000 | +19.14% | +7.22% | 631,078.0 | ||
MSFT | Microsoft Corp | 8,977 | 2,152.8 | +10.39% | 3.370 | +0.32% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
JNJ | Johnson & Johnson | 11,616 | 2,051.9 | +11.92% | 3.210 | +0.34% | 0.000 | +7.98% | +15.84% | 396,472.8 | Drug Manufacturers | |
ABBV | AbbVie Inc | 12,133 | 1,960.8 | +2.00% | 3.070 | +0.06% | 0.000 | +11.97% | +10.20% | 336,641.1 | Drug Manufacturers | |
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 37,104 | 1,629.6 | +27.36% | 2.550 | +0.55% | 0.050 | +0.98% | +3.28% | 3,372.7 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 18,031 | 1,528.1 | -32.66% | 2.390 | -1.13% | 0.010 | +19.21% | +6.28% | 13,824.8 | ||
XOM | Exxon Mobil Corp | 12,934 | 1,426.7 | +9.67% | 2.230 | +0.20% | 0.000 | +8.71% | +6.23% | 483,670.8 | Oil & Gas | |
ABT | Abbott Laboratories | 12,548 | 1,377.7 | +1.78% | 2.160 | +0.04% | 0.000 | +2.03% | +18.15% | 229,206.2 | Medical Devices & Instruments | |
BUFT |
FT Cboe Vest Buffered Allocation Defensive ETF
FT Cboe Vest Buffered Allocation Defensive ETF
| 72,788 | 1,342.9 | +33.79% | 2.100 | +0.53% | 1.030 | +9.13% | +5.48% | 119.5 |
S.C. Financial Services, Inc.'s Historical Top Holdings Breakdowns
S.C. Financial Services, Inc. Total Holding History ($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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