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Wedgewood Retail shares owned by Able Wealth Management

Quarter-by-quarter ownership of Wedgewood Retail (RWGFX) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Wedgewood Retail

Tip: Access up to 7 years of quarterly data

All positions including Wedgewood Retail held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedgewood Retail by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 4.0k 4.15

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iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Fidelity Enhanced Large Cap Core Etf Stock (FELC)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
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iShares Russell 1000 Growth ETF Etf (IWF)
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Apple Stock (AAPL)
iShares S&P 500 Value ETF Etf (IVE)
Mastercard Incorporated Stock (MA)
Pacer US Cash Cows 100 ETF Etf (COWZ)

View all positions for Able Wealth Management

Top funds holding Wedgewood Retail

Coston, McIsaac & Partners
Able Wealth Management

View all funds holding Wedgewood Retail