Xcel Wealth Management »

iShares S&P 500 Index shares owned by Xcel Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Xcel Wealth Management from 13F filings

Historical chart of Xcel Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 486 577.30
2024-06-30 $286k 523 547.65
2024-03-31 $276k 525 526.13

More positions owned by Xcel Wealth Management

Rh (RH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Bank of America Corporation (BAC)
Apple (AAPL)
Ford Motor Company (F)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Verizon Communications (VZ)
Pfizer (PFE)
Boeing Company (BA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Whirlpool Corporation (WHR)
Morgan Stanley Com New (MS)

View all positions for Xcel Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index