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Fidelity fund shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7k 80 34.23

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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