Adirondack Retirement Specialists

Latest statistics and disclosures from Adirondack Retirement Specialists's latest quarterly 13F-HR filing:

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Positions held by Adirondack Retirement Specialists consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Adirondack Retirement Specialists

Adirondack Retirement Specialists holds 24 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
RBB Us Treas 3 Mnth (TBIL) 15.7 $20M +66% 404k 50.07
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Meta Financial (CASH) 12.2 $16M +3% 340k 46.09
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Idt Corp Cl B New (IDT) 10.5 $14M +9% 615k 22.05
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Wisdomtree Tr Floatng Rat Trea (USFR) 9.5 $12M +4% 242k 50.32
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Elbit Sys Ord (ESLT) 7.6 $9.7M 49k 197.98
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Kkr & Co (KKR) 6.1 $7.9M -24% 128k 61.60
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Xpel (XPEL) 5.9 $7.6M -10% 99k 77.11
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Camping World Hldgs Cl A (CWH) 4.8 $6.2M +25% 305k 20.41
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Daktronics (DAKT) 4.0 $5.2M +56% 582k 8.92
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Guidewire Software (GWRE) 3.2 $4.2M -6% 46k 90.00
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Moelis & Co Cl A (MC) 2.8 $3.7M -44% 81k 45.13
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Shopify Cl A (SHOP) 2.8 $3.6M -3% 66k 54.57
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Valero Energy Corporation (VLO) 2.5 $3.2M 23k 141.71
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Ban (TBBK) 2.3 $2.9M +81% 84k 34.50
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Callaway Golf Company (MODG) 2.1 $2.7M +87% 198k 13.84
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Gitlab Class A Com (GTLB) 2.1 $2.7M 60k 45.22
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Devon Energy Corporation (DVN) 1.4 $1.8M 38k 47.70
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Costco Wholesale Corporation (COST) 1.1 $1.4M 2.5k 564.85
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.0M +10% 10k 103.32
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Texas Pacific Land Corp (TPL) 0.7 $945k 518.00 1823.56
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Apple (AAPL) 0.6 $736k -2% 4.3k 171.21
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NVIDIA Corporation (NVDA) 0.6 $723k NEW 1.7k 434.99
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Paysign (PAYS) 0.3 $364k -50% 187k 1.95
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.3 $357k 20k 17.89
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Past Filings by Adirondack Retirement Specialists

SEC 13F filings are viewable for Adirondack Retirement Specialists going back to 2020