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Fidelity Blue Chip Growth shares owned by Holistic Planning

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Blue Chip Growth by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 5.0k 53.66

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Fidelity Blue Chip Growth

FMR
Jpmorgan Chase & Co
Sagespring Wealth Partners
Dynasty Wealth Management
Commonwealth Equity Services
Envestnet Asset Management
Mml Investors Services
Goodwin Investment Advisory
Morgan Stanley
CWM
KFA Private Wealth Group
Cetera Investment Advisers
UBS Group
Resources Investment Advisors
Portfolio Strategies

View all funds holding Fidelity Blue Chip Growth