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Alphabet Inc Class A cs shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Alphabet Inc Class A cs (GOOGL) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Alphabet Inc Class A cs

Tip: Access up to 7 years of quarterly data

All positions including Alphabet Inc Class A cs held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alphabet Inc Class A cs by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 7.8k 165.85
2024-06-30 $1.2M 6.8k 182.15
2024-03-31 $1.0M 6.9k 150.93
2023-12-31 $974k 7.0k 139.69

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Alphabet Inc Class A cs

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Bank of America Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Northern Trust
Goldman Sachs Group
Fisher Investments
Bank of New York Mellon
Massachusetts Financial Services

View all funds holding Alphabet Inc Class A cs