Sound View Wealth Advisors Group »

Fidelity msci hlth care i shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by Sound View Wealth Advisors Group 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 Fidelity msci hlth care i by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 2.7k 77.25
2024-09-30 $219k 3.0k 72.81

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds 27 Etf (IBDS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr Ibonds Dec 2031 (IBDW)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 2032 (IBDX)

View all positions for Sound View Wealth Advisors Group

Top funds holding Fidelity msci hlth care i

Charles Schwab Investment Management
Sixth Street Partners Management Company
Lido Advisors
AE Wealth Management
Agf Management
LPL Financial
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Weatherly Asset Management
Raymond James Financial
Cetera Investment Advisers
Kestra Advisory Services
HighMark Wealth Management
Advisor Group Holdings

View all funds holding Fidelity msci hlth care i