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Brookfield Corp Cl A Ltd Vt Sh shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Brookfield Corp Cl A Ltd Vt Sh

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Corp Cl A Ltd Vt Sh held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Corp Cl A Ltd Vt Sh by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $916k 20k 45.89

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Brookfield Corp Cl A Ltd Vt Sh

Partners Value Investments
Capital World Investors
Vanguard Group
Royal Bank of Canada
Principal Financial Group
Brookfield Asset Management
Goodman & Company, Investment Counsel
Dodge & Cox
Pershing Square Capital Management
TD Asset Management
Akre Capital Management
Norges Bank Investment Management
Mackenzie Financial
First Manhattan
National Bank Of Canada /fi/

View all funds holding Brookfield Corp Cl A Ltd Vt Sh