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Fidelity vlu factor etf shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf 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 vlu factor etf by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.3k 129 72.40

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 vlu factor etf

FMR
Envestnet Asset Management
High Probability Advisors
Merit Financial Group
LPL Financial
Royal Bank of Canada
Dynamic Advisors Solutions
MAI Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Kestra Advisory Services
Beacon Advisors Holdings

View all funds holding Fidelity vlu factor etf