Headinvest
Latest statistics and disclosures from Headinvest's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, MSFT, VTI, VV, VYM, and represent 18.84% of Headinvest's stock portfolio.
- Added to shares of these 10 stocks: UL, JMBS, GBTC, AAPL, MSFT, AMZN, GLD, GOOG, TTE, VEA.
- Started 13 new stock positions in CAT, BLK, WM, AMGN, UL, MICC, GBTC, BIDD, BX, IGSB. TBBB, DASH, TTE.
- Reduced shares in these 10 stocks: Unilever, , SCHK, NVO, RAL, ORCL, SHY, AXP, ADBE, IBTM.
- Sold out of its positions in ALNY, NFLX, ORLY, OMC, RAL, SCHK, Total, Unilever, WFC.
- Headinvest was a net buyer of stock by $15M.
- Headinvest has $503M in assets under management (AUM), dropping by 3.95%.
- Central Index Key (CIK): 0001372130
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Portfolio Holdings for Headinvest
Headinvest holds 215 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $28M | 230k | 120.18 |
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| Microsoft Corporation (MSFT) | 4.3 | $22M | +6% | 45k | 483.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $16M | +2% | 47k | 335.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 3.0 | $15M | 48k | 314.80 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.9 | $15M | 102k | 143.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $13M | +5% | 43k | 313.00 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.2 | $11M | 220k | 50.58 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $11M | +3% | 135k | 78.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $11M | +7% | 170k | 62.47 |
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| American Express Company (AXP) | 2.0 | $10M | -3% | 27k | 369.95 |
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| Intuit (INTU) | 1.9 | $9.6M | +5% | 15k | 662.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $8.2M | 28k | 290.22 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $8.0M | +10% | 95k | 83.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $7.8M | +16% | 20k | 396.31 |
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| Wal-Mart Stores (WMT) | 1.6 | $7.8M | -3% | 70k | 111.41 |
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| Apple (AAPL) | 1.5 | $7.7M | +25% | 28k | 271.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $7.7M | 29k | 268.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $7.4M | 34k | 219.78 |
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| Danaher Corporation (DHR) | 1.4 | $7.3M | 32k | 228.92 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 1.4 | $7.3M | +5% | 56k | 128.83 |
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| Emerson Electric (EMR) | 1.4 | $7.0M | 53k | 132.72 |
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| Oracle Corporation (ORCL) | 1.3 | $6.7M | -5% | 35k | 194.91 |
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| Waters Corporation (WAT) | 1.3 | $6.6M | 17k | 379.83 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $6.2M | 19k | 322.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $5.7M | 22k | 257.95 |
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| Amazon (AMZN) | 1.1 | $5.7M | +30% | 25k | 230.82 |
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| Cisco Systems (CSCO) | 1.1 | $5.6M | 73k | 77.03 |
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| Linde SHS (LIN) | 1.1 | $5.6M | 13k | 426.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $5.4M | +3% | 101k | 53.76 |
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| Novo-nordisk A S Adr (NVO) | 1.1 | $5.4M | -6% | 106k | 50.88 |
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| Procter & Gamble Company (PG) | 1.0 | $5.2M | +7% | 37k | 143.31 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $5.1M | 29k | 173.49 |
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| Pepsi (PEP) | 1.0 | $5.1M | 35k | 143.52 |
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| NVIDIA Corporation (NVDA) | 1.0 | $5.0M | -5% | 27k | 186.50 |
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| Medtronic SHS (MDT) | 0.9 | $4.7M | 48k | 96.06 |
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| IDEXX Laboratories (IDXX) | 0.9 | $4.6M | -2% | 6.8k | 676.53 |
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| Unilever Spon Adr New (UL) | 0.9 | $4.5M | NEW | 68k | 65.40 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $4.4M | +7% | 44k | 100.38 |
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| Chevron Corporation (CVX) | 0.8 | $4.0M | -2% | 27k | 152.41 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.8 | $3.9M | +203% | 86k | 45.69 |
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| Spdr Series Trust State Street Spd (BIL) | 0.7 | $3.7M | +4% | 41k | 91.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.7M | 56k | 66.00 |
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| Fiserv (FI) | 0.7 | $3.7M | 55k | 67.17 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $3.4M | 28k | 120.34 |
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| Kinder Morgan (KMI) | 0.7 | $3.4M | 123k | 27.49 |
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| Ecolab (ECL) | 0.6 | $3.2M | 12k | 262.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $3.1M | +8% | 5.0k | 627.13 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $2.9M | -2% | 36k | 79.73 |
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| TJX Companies (TJX) | 0.6 | $2.8M | 18k | 153.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $2.8M | +20% | 31k | 89.46 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.8M | -2% | 4.8k | 570.88 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.8M | 101k | 27.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | +42% | 8.7k | 313.80 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.6M | 39k | 67.22 |
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| Honeywell International (HON) | 0.5 | $2.6M | -6% | 14k | 195.09 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.6M | 8.1k | 318.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | 5.1k | 502.65 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.3M | -13% | 27k | 82.82 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $2.3M | +8% | 46k | 49.46 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $2.3M | 16k | 137.87 |
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| Abbvie (ABBV) | 0.4 | $2.2M | +13% | 9.5k | 228.49 |
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| Palo Alto Networks (PANW) | 0.4 | $1.9M | 11k | 184.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.9M | -9% | 2.8k | 685.01 |
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| Uber Technologies (UBER) | 0.4 | $1.8M | 22k | 81.71 |
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| Visa Com Cl A (V) | 0.4 | $1.8M | +61% | 5.1k | 350.71 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $1.8M | -2% | 30k | 58.73 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $1.7M | NEW | 25k | 68.36 |
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| Merck & Co (MRK) | 0.3 | $1.7M | +23% | 16k | 105.26 |
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| Fortive (FTV) | 0.3 | $1.7M | -5% | 30k | 55.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.6M | 2.3k | 682.06 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | -4% | 1.5k | 1074.68 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.6M | +14% | 22k | 71.62 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.6M | -10% | 1.3k | 1215.08 |
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| Broadcom (AVGO) | 0.3 | $1.6M | +16% | 4.5k | 346.10 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.5M | +61% | 2.6k | 579.46 |
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| McDonald's Corporation (MCD) | 0.3 | $1.5M | 5.0k | 305.63 |
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| International Business Machines (IBM) | 0.3 | $1.5M | +8% | 4.9k | 296.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.4M | 3.0k | 487.86 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 6.9k | 206.95 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.4M | -19% | 4.1k | 349.99 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.3 | $1.4M | 15k | 96.70 |
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| Intercontinental Exchange (ICE) | 0.3 | $1.4M | -7% | 8.7k | 161.96 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $1.4M | 30k | 46.86 |
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| Abbott Laboratories (ABT) | 0.3 | $1.3M | +10% | 11k | 125.29 |
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| Hologic (HOLX) | 0.3 | $1.3M | -4% | 18k | 74.49 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.3M | -4% | 6.0k | 214.16 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.2M | -3% | 16k | 77.88 |
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| Nextera Energy (NEE) | 0.2 | $1.2M | +4% | 15k | 80.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.1M | +4% | 35k | 32.62 |
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| Meta Platforms Cl A (META) | 0.2 | $1.1M | +21% | 1.7k | 660.09 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.1M | +15% | 11k | 96.03 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.1M | 3.5k | 308.03 |
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| Devon Energy Corporation (DVN) | 0.2 | $1.1M | 29k | 36.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.0M | 2.3k | 453.36 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $997k | 5.4k | 183.40 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.2 | $962k | -6% | 46k | 20.88 |
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| Carrier Global Corporation (CARR) | 0.2 | $930k | -10% | 18k | 52.84 |
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| Coca-Cola Company (KO) | 0.2 | $914k | 13k | 69.91 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $898k | -3% | 16k | 54.77 |
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| Republic Services (RSG) | 0.2 | $840k | -5% | 4.0k | 211.93 |
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| SLB Com Stk (SLB) | 0.2 | $826k | -3% | 22k | 38.38 |
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| Cadence Design Systems (CDNS) | 0.2 | $823k | +2% | 2.6k | 312.58 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $819k | -14% | 17k | 48.75 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $806k | 7.9k | 101.58 |
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| Ishares Tr Ibonds 2027 Term (IBHG) | 0.2 | $805k | 36k | 22.32 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $795k | -8% | 2.1k | 373.44 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $794k | +11% | 15k | 53.83 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $792k | -4% | 4.1k | 190.99 |
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| Ge Vernova (GEV) | 0.2 | $789k | 1.2k | 653.57 |
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| Totalenergies Se Act (TTE) | 0.2 | $785k | NEW | 12k | 65.42 |
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| Home Depot (HD) | 0.2 | $785k | -7% | 2.3k | 344.10 |
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| Chubb (CB) | 0.2 | $772k | -4% | 2.5k | 312.12 |
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| Goldman Sachs (GS) | 0.2 | $767k | -3% | 873.00 | 879.00 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $760k | 9.5k | 80.03 |
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| Xylem (XYL) | 0.2 | $760k | -2% | 5.6k | 136.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $738k | -3% | 32k | 23.08 |
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| Bank of America Corporation (BAC) | 0.1 | $712k | -12% | 13k | 55.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $710k | NEW | 4.6k | 154.14 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $705k | 4.2k | 168.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $698k | 926.00 | 753.78 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $689k | -26% | 27k | 25.53 |
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| Synopsys (SNPS) | 0.1 | $671k | +68% | 1.4k | 469.72 |
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| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.1 | $671k | 28k | 23.68 |
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| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.1 | $638k | 27k | 23.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $636k | 594.00 | 1069.86 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $620k | -12% | 7.1k | 87.16 |
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| Analog Devices (ADI) | 0.1 | $619k | -6% | 2.3k | 271.20 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $603k | +39% | 8.2k | 73.56 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $603k | 15k | 41.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $598k | -7% | 2.0k | 303.89 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $595k | -5% | 5.1k | 117.21 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $593k | +5% | 4.9k | 121.93 |
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| United Parcel Service CL B (UPS) | 0.1 | $588k | -8% | 5.9k | 99.19 |
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| Metropcs Communications (TMUS) | 0.1 | $583k | -4% | 2.9k | 203.04 |
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| Mosaic (MOS) | 0.1 | $578k | 24k | 24.09 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $575k | -12% | 6.1k | 94.16 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $572k | +6% | 8.2k | 69.42 |
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| Marvell Technology (MRVL) | 0.1 | $560k | 6.6k | 84.98 |
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| Costco Wholesale Corporation (COST) | 0.1 | $559k | +3% | 648.00 | 862.55 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $559k | 11k | 50.79 |
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| Beam Therapeutics (BEAM) | 0.1 | $556k | +8% | 20k | 27.72 |
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| S&p Global (SPGI) | 0.1 | $551k | 1.1k | 522.59 |
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| Amgen (AMGN) | 0.1 | $535k | NEW | 1.6k | 327.31 |
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| Ishares Tr Esg Select Scree (XJR) | 0.1 | $535k | +15% | 13k | 42.58 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $525k | -36% | 23k | 23.07 |
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| Blackrock (BLK) | 0.1 | $525k | NEW | 490.00 | 1070.34 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $516k | +2% | 21k | 25.24 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $502k | 6.5k | 77.53 |
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| Stryker Corporation (SYK) | 0.1 | $500k | +83% | 1.4k | 351.47 |
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| Bristol Myers Squibb (BMY) | 0.1 | $491k | -20% | 9.1k | 53.71 |
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| Automatic Data Processing (ADP) | 0.1 | $488k | +4% | 1.9k | 257.23 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $487k | 5.8k | 83.61 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $482k | 5.7k | 84.22 |
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| Spdr Series Trust State Street Spd (KRE) | 0.1 | $455k | -8% | 7.0k | 64.81 |
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| Illinois Tool Works (ITW) | 0.1 | $427k | 1.7k | 246.30 |
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| Quanta Services (PWR) | 0.1 | $423k | +2% | 1.0k | 422.06 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $422k | -38% | 698.00 | 605.01 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $412k | 2.5k | 167.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $407k | -11% | 859.00 | 473.30 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $404k | -2% | 2.9k | 139.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $393k | 838.00 | 468.76 |
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| Trane Technologies SHS (TT) | 0.1 | $389k | 1.0k | 389.20 |
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| Qualcomm (QCOM) | 0.1 | $389k | 2.3k | 171.05 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $386k | 5.4k | 71.77 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $382k | 2.2k | 171.18 |
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| Kenvue (KVUE) | 0.1 | $380k | -42% | 22k | 17.25 |
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| Constellation Energy (CEG) | 0.1 | $378k | +5% | 1.1k | 353.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $371k | NEW | 7.0k | 52.88 |
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| Bbb Foods Cl A Com (TBBB) | 0.1 | $367k | NEW | 11k | 33.39 |
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| Yum! Brands (YUM) | 0.1 | $366k | -2% | 2.4k | 151.28 |
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| Micron Technology (MU) | 0.1 | $353k | 1.2k | 285.41 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $327k | 2.2k | 148.69 |
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| Lowe's Companies (LOW) | 0.1 | $326k | -5% | 1.4k | 241.16 |
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| Air Products & Chemicals (APD) | 0.1 | $322k | 1.3k | 247.02 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $318k | -7% | 2.9k | 109.91 |
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| Pfizer (PFE) | 0.1 | $318k | -7% | 13k | 24.90 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $316k | -3% | 1.7k | 185.56 |
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| salesforce (CRM) | 0.1 | $315k | -34% | 1.2k | 264.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $314k | +12% | 1.8k | 177.53 |
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| Boeing Company (BA) | 0.1 | $307k | +3% | 1.4k | 217.12 |
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| Dominion Resources (D) | 0.1 | $305k | -5% | 5.2k | 58.59 |
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| Nike CL B (NKE) | 0.1 | $298k | +6% | 4.7k | 63.71 |
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| Zoetis Cl A (ZTS) | 0.1 | $297k | -5% | 2.4k | 125.82 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $295k | 3.3k | 88.49 |
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| Union Pacific Corporation (UNP) | 0.1 | $289k | -3% | 1.2k | 231.32 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $284k | 940.00 | 302.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $281k | 1.3k | 211.79 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $276k | -2% | 9.2k | 30.07 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $274k | 2.7k | 102.54 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $272k | +3% | 6.6k | 41.12 |
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| Crown Castle Intl (CCI) | 0.1 | $266k | -13% | 3.0k | 88.87 |
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| Genuine Parts Company (GPC) | 0.1 | $264k | -10% | 2.1k | 122.96 |
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| Allstate Corporation (ALL) | 0.1 | $259k | 1.2k | 208.15 |
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| Us Bancorp Del Com New (USB) | 0.1 | $257k | -5% | 4.8k | 53.36 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $255k | 825.00 | 309.04 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $251k | 1.5k | 162.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $251k | -20% | 3.4k | 74.07 |
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| Becton, Dickinson and (BDX) | 0.0 | $248k | -5% | 1.3k | 194.07 |
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| Public Storage (PSA) | 0.0 | $243k | -3% | 937.00 | 259.50 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $242k | +10% | 4.2k | 57.91 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $240k | -2% | 2.4k | 100.89 |
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| Doordash Cl A (DASH) | 0.0 | $236k | NEW | 1.0k | 226.48 |
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| SYSCO Corporation (SYY) | 0.0 | $232k | -2% | 3.1k | 73.69 |
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| Intel Corporation (INTC) | 0.0 | $231k | -5% | 6.3k | 36.90 |
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| ConocoPhillips (COP) | 0.0 | $229k | 2.4k | 93.61 |
|
|
| L3harris Technologies (LHX) | 0.0 | $226k | -4% | 768.00 | 293.57 |
|
| Waste Management (WM) | 0.0 | $222k | NEW | 1.0k | 219.71 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $222k | 4.4k | 50.70 |
|
|
| Caterpillar (CAT) | 0.0 | $219k | NEW | 383.00 | 572.87 |
|
| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $219k | NEW | 7.6k | 28.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $217k | -2% | 4.8k | 45.51 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $212k | NEW | 13k | 15.85 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $168k | 10k | 16.43 |
|
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $39k | 45k | 0.87 |
|
Past Filings by Headinvest
SEC 13F filings are viewable for Headinvest going back to 2011
- Headinvest 2025 Q4 filed Feb. 2, 2026
- Headinvest 2025 Q3 filed Nov. 14, 2025
- Headinvest 2025 Q2 filed Aug. 14, 2025
- Headinvest 2025 Q1 filed May 15, 2025
- Headinvest 2024 Q4 filed Feb. 18, 2025
- Headinvest 2024 Q3 filed Nov. 15, 2024
- Headinvest 2024 Q1 filed Aug. 14, 2024
- Headinvest 2024 Q2 filed Aug. 14, 2024
- Headinvest 2023 Q4 filed Feb. 12, 2024
- Headinvest 2023 Q3 filed Dec. 11, 2023
- Headinvest 2023 Q2 filed Aug. 23, 2023
- Headinvest 2023 Q1 filed May 17, 2023
- Headinvest 2022 Q4 filed Feb. 13, 2023
- Headinvest 2022 Q3 filed Dec. 28, 2022
- Headinvest 2022 Q2 filed Aug. 12, 2022
- Headinvest 2022 Q1 filed May 13, 2022