Heritage Trust »

Global X Fds s&p 500 catholic shares owned by Heritage Trust

Quarter-by-quarter ownership of Global X Fds s&p 500 catholic (CATH) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Global X Fds s&p 500 catholic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds s&p 500 catholic held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds s&p 500 catholic by Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $405k 5.0k 81.06
2025-06-30 $377k 5.0k 75.45
2025-03-31 $338k 5.0k 67.54
2024-12-31 $354k 5.0k 70.84

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 500 Etf-equity (SPY)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)
Qualcomm Common Stock (QCOM)
Invesco Etf-equity (RSP)
Home Depot Common Stock (HD)
Visa Common Stock (V)

View all positions for Heritage Trust

Top funds holding Global X Fds s&p 500 catholic

Fund Evaluation Group
Central Trust & Investment
Morgan Stanley
Branch Banking & Trust Company
Billeaud Capital Management
Wells Fargo & Company
LPL Financial
CWM
Fort Washington Investment Advisors
Commerce Bank N A
Common Fund For Nonprofit Organizations
Sound View Wealth Advisors Group
Captrust Financial Advisors
Royal Bank of Canada
Reed Conner & Birdwell

View all funds holding Global X Fds s&p 500 catholic