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Abbvie shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Abbvie (ABBV) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Abbvie

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All positions including Abbvie held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Abbvie by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 905 233.91
2023-09-30 $212k 1.5k 138.56
2023-06-30 $227k 1.6k 137.66
2023-03-31 $241k 1.5k 161.53
2022-12-31 $205k 1.3k 161.29

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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Abbvie

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
Capital Research Global Investors
Northern Trust
FMR
Franklin Resources
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Abbvie