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Fidelity consmr staples shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Fidelity consmr staples (FSTA) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Fidelity consmr staples

Tip: Access up to 7 years of quarterly data

All positions including Fidelity consmr staples held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity consmr staples by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 240 51.05

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
iShares Russell Midcap Value Etf (IWS)
UnitedHealth (UNH)
Brookfield Corp Cl A Ltd Vt Sh (BN)
SPDR S&P 500 Index Etf (SPY)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
MasterCard Incorporated (MA)
Automatic Data Processing (ADP)

View all positions for Heritage Wealth Advisors

Top funds holding Fidelity consmr staples

Charles Schwab Investment Management
Lido Advisors
Agf Management
Morningstar Investment Services
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
Systelligence
International Assets Investment Management
LPL Financial
Atria Wealth Solutions
Kovitz Investment Group Partners
Compass Financial Group
Atlas Capital Advisors
Larson Financial Group

View all funds holding Fidelity consmr staples