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Capital Group Equity Etf Tr shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Capital Group Equity Etf Tr

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All positions including Capital Group Equity Etf Tr held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity Etf Tr by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 390 28.39
2025-06-30 $11k 390 26.88
2025-03-31 $9.3k 390 23.89

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corp Om (MSFT)
Nextera Energy Om (NEE)
Palantir Technologies L A (PLTR)
Apple Om (AAPL)
Veeva Sys L A Com (VEEV)
Celestica Om (CLS)
Tesla Om (TSLA)
Rtx Corporation Om (RTX)
Johnson & Johnson Om (JNJ)
Pepsico Om (PEP)
Abbvie Om (ABBV)
Abbott Labs Om (ABT)
Vertex Pharmaceuticals Om (VRTX)
Unitedhealth Group Om (UNH)
Berkshire Hathaway Inc Del L B New (BRK.B)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Goss Wealth Management
Assetmark
Main Line Retirement Advisors
Sei Investments
Stephens
Strategic Blueprint

View all funds holding Capital Group Equity Etf Tr