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Fidelity sml mid factr shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr 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 sml mid factr by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $933k 21k 44.14

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

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Envestnet Asset Management
Kestra Investment Management
LPL Financial
Cetera Investment Advisers
Advocacy Wealth Management Services
Stifel Financial
Kestra Advisory Services
Sanctuary Advisors
Atria Investments
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group

View all funds holding Fidelity sml mid factr