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Amazon shares owned by Serenus Wealth Advisors

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Serenus Wealth Advisors from 13F filings

Historical chart of Serenus Wealth Advisors investment in Amazon

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Amazon by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 8.1k 219.57
2025-06-30 $1.8M 8.1k 219.39
2025-03-31 $1.6M 59k 27.49
2024-12-31 $2.0M 50k 40.83

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

Top funds holding Amazon

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Capital Research and Management Company - Division 3
Susquehanna International
Charles Schwab Investment Management

View all funds holding Amazon