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American Funds mutual funds - shares owned by ORG Partners

Quarter-by-quarter ownership of American Funds mutual funds - (SFCWX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $55k 808 67.84
2023-12-31 $5.5k 79 69.17
2023-09-30 $48k 801 60.39

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ft Rising Dividend Uit Exchange Traded (RDVY)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Nvidia Corp Common Stock (NVDA)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Berkshire Hathaway Common Stock (BRK.B)
Gilead Sciences Common Stock (GILD)
Ishs Us Eqty Factr Uit Exchange Traded (DYNF)
Wisdomtree Floating Rate Uit Exchange Traded (USFR)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Amazon.com Common Stock (AMZN)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)

View all positions for ORG Partners

Top funds holding American Funds mutual funds -

Wall Street Access Asset Management
Vermillion Wealth Management

View all funds holding American Funds mutual funds -