Falcon Wealth Planning

Q4 2024 13F Holdings

Location
Ontario, CA
Holdings as of
12/31/2024
Value ($000)
$897,052
Num holdings
161
Date filed
1/22/2025
Form type
13F-HR
Prev filing
10/30/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type