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Fidelity Inv Grade Securit shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Inv Grade Securit held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Inv Grade Securit by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $191k 4.3k 44.10
2025-06-30 $49k 1.1k 43.56
2025-03-31 $49k 1.1k 43.52

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fidelity Inv Grade Securit

FMR
Integrity Alliance
Wealth Enhancement Advisory Services
Flow Traders US
Jpmorgan Chase & Co
Envestnet Asset Management
Citadel Advisors
CI Private Wealth
Cetera Investment Advisers
Two Sigma Securities
High Falls Advisors
LPL Financial
Advisor Group Holdings
Envestnet Portfolio Solutions
Calamos Wealth Management

View all funds holding Fidelity Inv Grade Securit