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HSBC Holdings shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in HSBC Holdings

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All positions including HSBC Holdings held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $342k 6.9k 49.46
2024-09-30 $323k 7.1k 45.19

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Net Worth Advisory Group

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
FMR
Northern Trust
BlackRock
Citadel Advisors
UBS Group
Royal Bank of Canada
American Century Companies
Cookson, Peirce & Co
Susquehanna International
Crossmark Global Holdings

View all funds holding HSBC Holdings