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HSBC Holdings shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $990k 22k 45.19
2024-06-30 $919k 21k 43.50
2024-03-31 $803k 20k 39.36
2023-12-31 $792k 20k 40.54
2023-09-30 $785k 20k 39.46

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NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding HSBC Holdings

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

View all funds holding HSBC Holdings