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Listed Fd Tr shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 473k 21.27

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Goss Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Retirement Guys Formula
Atria Investments
International Assets Investment Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Kingsview Wealth Management
Stifel Financial
Orion Portfolio Solutions

View all funds holding Listed Fd Tr