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Cisco Systems shares owned by Holistic Planning

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Cisco Systems

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All positions including Cisco Systems held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 6.2k 49.91

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

Top funds holding Cisco Systems

Vanguard Group
BlackRock
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Charles Schwab Investment Management
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Morgan Stanley
Bank of America Corporation
FMR
Wellington Management Company
Wells Fargo & Company
Legal & General Group
Northern Trust
UBS Group
Goldman Sachs Group
Ameriprise Financial

View all funds holding Cisco Systems