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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
2024-03-31 $49k 611 79.57
2023-12-31 $44k 610 71.48

More positions owned by Game Plan Financial Advisors

Alphabet Inc Class C cs (GOOG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Schwab Us Large Cap Growth Etf Uie (SCHG)
Microsoft Corporation (MSFT)
Us Treasury Bill24u S T Bill Due 05/07/24 Bil (Principal)
Us Treasury Bill24u S T Bill Due 04/25/24 Bil (Principal)
Schwab Us Large Cap Value Etf Uie (SCHV)
RPM International (RPM)
Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Select Str Financial Select Spdr Etf Uie (XLF)
Eaton Corp Plc F Fgo (ETN)
Costco Wholesale Corporation (COST)
Schwab Us Small Cap Etf Uie (SCHA)

View all positions for Game Plan Financial Advisors

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Dividend Growth Advisors
Ferguson Wellman Capital Management
North Star Asset Management
Fulton Bank, NA
Tucker Asset Management
Livelsberger Financial Advisory
Game Plan Financial Advisors
Main Street Group

View all funds holding Fundamental Invs