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Fidelity Inv Grade Securit shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 5.3k 43.84

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Prologis Share Beneficial Int Reit (PLD)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core Msci Eafe Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Valeo Financial Advisors

Top funds holding Fidelity Inv Grade Securit

FMR
Cetera Investment Advisers
Global Wealth Strategies & Associates
Jane Street
Evergreen Wealth Solutions
Envestnet Asset Management
Kestra Advisory Services
RCS Financial Planning
Goldman Sachs Group
LPL Financial
Wiley Bros.-aintree Capital
Granite Harbor Advisors
Mercer Global Advisors
High Falls Advisors
Creative Planning

View all funds holding Fidelity Inv Grade Securit