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Reported Holdings Of The
Access Financial Services Inc

Legal Name: ACCESS FINANCIAL SERVICES, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 24, 2019

Security Shares Held / Principal Amount Market Value Option
SCHWAB STRATEGIC TR (808524201) 371,924 $26,105k
DBX ETF TR (233051200) 259,655 $8,208k
VANGUARD WHITEHALL FDS INC (921946406) 85,073 $7,434k
SCHWAB STRATEGIC TR (808524805) 185,077 $5,939k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 65,326 $4,669k
FIRST TR EXCHANGE TRADED FD (33738R118) 89,720 $3,501k
NUVEEN SELECT TAX FREE INCM (67062F100) 181,710 $2,777k
PIMCO ETF TR (72201R833) 24,885 $2,532k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) 43,956 $2,509k
ISHARES TR CORE S&P500 ETF (464287200) 8,477 $2,499k
PFIZER INC (717081103) 54,331 $2,354k
PROCTER & GAMBLE CO (742718109) 20,641 $2,263k
JPMORGAN CHASE & CO (46625H100) 19,008 $2,125k
JOHNSON & JOHNSON (478160104) 14,394 $2,005k
COCA-COLA CO (191216100) 38,452 $1,958k
UNITEDHEALTH GRP INC (91324P102) 7,951 $1,940k
Boeing Co/The (097023105) 5,298 $1,928k
Valero Energy Corp (91913Y100) 21,047 $1,802k
UNITED PARCEL SERVIC (911312106) 17,217 $1,778k
MICROSOFT CORP (594918104) 13,217 $1,771k
COHEN & STEERS TOTAL RETURN (19247R103) 121,034 $1,705k
ISHA (464287101) 13,050 $1,691k
MEDTRONIC PLC (G5960L103) 17,288 $1,684k
LOWES CO (548661107) 16,668 $1,682k
COGENT COMMUNICATIONS (19239V302) 27,345 $1,623k
Blackrock Taxable Municipal Bo (09248X100) 68,171 $1,617k
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209) 17,285 $1,601k
ABBVIE INC (00287Y109) 21,212 $1,543k
AMGEN INC (031162100) 8,358 $1,540k
ISHARES (464287465) 22,871 $1,503k
ALPS ALERIAN MLP ETF (00162Q866) 145,300 $1,431k
PAYCHEX INC (704326107) 17,308 $1,424k
ISHARES TR (46434V803) 47,050 $1,403k
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886) 23,480 $1,400k
SOUTHERN CO (842587107) 25,245 $1,396k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835) 14,975 $1,244k
Exxon Mobil Corp (30231G102) 15,477 $1,186k
3M CO (88579Y101) 6,488 $1,125k
INTEL CORP (458140100) 23,397 $1,120k
QUALCOMM INC (747525103) 13,355 $1,016k
ISHARES TR RUSSELL 2000 ETF (464287655) 6,505 $1,012k
SELECT SECTOR SPDR (81369Y506) 14,486 $923k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 3,122 $840k
GENUINE PARTS CO (372460105) 7,700 $798k
ISHARES TR (464287176) 6,075 $702k
INVESCO BD FD (46132L107) 35,700 $665k
SPDR SERIES TRUST (78464A847) 18,730 $638k
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300) 7,536 $627k
Apple Inc (037833100) 3,089 $611k
SPDR GOLD TR GOLD (78463V107) 4,475 $596k
XCEL ENERGY INC (98389B100) 9,379 $558k
Chevron Corp (166764100) 4,412 $549k
Berkshire Hathaway, Inc. (084670702) 2,387 $509k
SELECT SECTOR SPDR (81369Y704) 6,143 $476k
ABBOTT LABS (002824100) 5,412 $455k
VANECK VECTORS ETF TR (92189F486) 18,010 $454k
SELECT SECTOR SPDR (81369Y803) 5,745 $448k
Lockheed Martin Corp (539830109) 1,182 $430k
HOME DEPOT INC (437076102) 2,048 $426k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 1,121 $397k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 7,755 $391k
Schwab Aggregate Bond ETF (SCH (808524839) 7,262 $385k
CISCO SYSTEMS INC (17275R102) 6,752 $370k
ISHARES (464288273) 6,228 $357k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 1,191 $349k
AT&T INC (00206R102) 10,044 $337k
BLACKROCK MUNIASSETS FD INC (09254J102) 20,645 $327k
ISHARES (464287168) 3,275 $326k
SCHWAB STRATEGIC TR SCHWAB (808524763) 7,962 $300k
Amazon.com Inc (023135106) 158 $299k
ISHARES (464287796) 8,575 $295k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 6,295 $268k

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