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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
2024-03-31 $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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Alphabet Inc Class A cs

Vanguard Group
Norges Bank Investment Management
T. Rowe Price Associates
Wellington Management Company
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Massachusetts Financial Services
Legal & General Group
Bank of New York Mellon
Fisher Investments
Deutsche Bank Aktiengesellschaft
Royal Bank of Canada
Citadel Advisors
Charles Schwab Investment Management

View all funds holding Alphabet Inc Class A cs