Trademark Financial Management, LLC - Portfolio Stock Holdings
Report Period:
March 31, 2026No. of Stocks:
109Est. Stock Holding Value:
$200,435,941Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trademark Financial Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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