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Dollar Tree shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Dollar Tree

Tip: Access up to 7 years of quarterly data

All positions including Dollar Tree held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 165 96.97

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Dollar Tree

Vanguard Group
BlackRock
FMR
Mantle Ridge
Edgepoint Investment
State Street Corporation
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
Fil
Geode Capital Management
Susquehanna International
Hudson Bay Capital Management
PRIMECAP Management Company
Alliancebernstein
Nomura Holdings

View all funds holding Dollar Tree