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American Express Company shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 913 369.95

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen
Ubs Global Asset Management Americas

View all funds holding American Express Company