Heritage Wealth Management »

Strive U.s. Energy Etf shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Strive U.s. Energy Etf (DRLL) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Strive U.s. Energy Etf

Tip: Access up to 7 years of quarterly data

All positions including Strive U.s. Energy Etf held by Heritage Wealth Management 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 Strive U.s. Energy Etf by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $747k 25k 29.54

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
U.S. Bancorp (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Funds Sp 500 Etf Etf (VOO)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Chevron Corporation (CVX)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Merck & Co (MRK)
Kroger (KR)

View all positions for Heritage Wealth Management

Top funds holding Strive U.s. Energy Etf

Stifel Financial
LPL Financial
Visionary Wealth Advisors
Park Edge Advisors
Cambridge Investment Research Advisors
Financial Management Network
Royal Bank of Canada
Raymond James Financial Services Advisors
Ethos Financial Group
Concurrent Investment Advisors
UBS Group
Cetera Investment Advisers
Us Bancorp
HighTower Advisors
Citadel Advisors

View all funds holding Strive U.s. Energy Etf