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Cisco Systems shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Cisco Systems

Tip: Access up to 7 years of quarterly data

All positions including Cisco Systems held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $610k 12k 49.91
2023-12-31 $627k 12k 50.52

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Cisco Systems

Vanguard Group
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Legal & General Group
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UBS Group
Royal Bank of Canada
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Dodge & Cox
Arrowstreet Capital, Limited Partnership

View all funds holding Cisco Systems