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Adobe Systems Incorporated shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Adobe Systems Incorporated (ADBE) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Adobe Systems Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Adobe Systems Incorporated held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adobe Systems Incorporated by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 537 517.78
2024-06-30 $292k 525 555.54
2024-03-31 $278k 550 504.60
2023-12-31 $293k 491 596.60

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Adobe Systems Incorporated

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Bank of New York Mellon
Susquehanna International
PRIMECAP Management Company
Fisher Investments
Northern Trust
Bank of America Corporation
Citadel Advisors
Amundi

View all funds holding Adobe Systems Incorporated