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Fidelity momentum factr shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity momentum factr by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $10k 139 71.94

More positions owned by Briaud Financial Planning

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 Fidelity momentum factr

FMR
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Goss Wealth Management
Cambridge Investment Research Advisors
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Jpmorgan Chase & Co

View all funds holding Fidelity momentum factr