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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

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All positions including Strive U.s. Energy Etf held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive U.s. Energy Etf by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $711k 25k 28.09
2024-06-30 $747k 25k 29.54

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JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
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Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
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McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

Top funds holding Strive U.s. Energy Etf

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

View all funds holding Strive U.s. Energy Etf