Heritage Wealth Advisors »

Starboard Invt Tr shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Starboard Invt Tr by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $112k 3.2k 34.66
2025-03-31 $30k 1.2k 24.47

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
iShares Russell Midcap Value Etf (IWS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
MasterCard Incorporated (MA)

View all positions for Heritage Wealth Advisors

Top funds holding Starboard Invt Tr

Berman McAleer
Ameritas Advisory Services
Royal Bank of Canada
Kestra Private Wealth Services
LPL Financial
Cetera Investment Advisers
Envestnet Asset Management
UBS Group
Stratos Wealth Partners
Octavia Wealth Advisors
Partners Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
WealthPlan Investment Management
Global Retirement Partners

View all funds holding Starboard Invt Tr