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Fundamental Invs shares owned by Game Plan Financial Advisors

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Game Plan Financial Advisors from 13F filings

Historical chart of Game Plan Financial Advisors investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Game Plan Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Game Plan Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 618 85.42
2024-06-30 $50k 616 81.21
2024-03-31 $49k 611 79.57
2023-12-31 $44k 610 71.48

More positions owned by Game Plan Financial Advisors

Apple (AAPL)
Us Treasury Bill24u S T Bill Due 10/31/24 Bil (Principal)
Alphabet Inc Class C cs (GOOG)
NVIDIA Corporation (NVDA)
Schwab Us Large Cap Growth Etf Uie (SCHG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Costco Wholesale Corporation (COST)
Schwab Us Large Cap Value Etf Uie (SCHV)
Select Str Financial Select Spdr Etf Uie (XLF)
RPM International (RPM)
Charles Schwab Us Mc Etf Uie (SCHM)
Eaton Corp Plc F Fgo (ETN)
American Express Company (AXP)

View all positions for Game Plan Financial Advisors

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Ferguson Wellman Capital Management
North Star Asset Management
Tucker Asset Management
Financial Gravity Companies
Financial Gravity Wealth
Game Plan Financial Advisors
Eagle Bay Advisors

View all funds holding Fundamental Invs