Cassady Schiller Wealth Management »

Nestle SA Reg Shs. Ser. B Spons shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Nestle SA Reg Shs. Ser. B Spons (NSRGY) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Nestle SA Reg Shs. Ser. B Spons

Tip: Access up to 7 years of quarterly data

All positions including Nestle SA Reg Shs. Ser. B Spons held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nestle SA Reg Shs. Ser. B Spons by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $18k 153 115.63
2023-09-30 $17k 153 113.17
2023-06-30 $18k 153 120.35

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Nestle SA Reg Shs. Ser. B Spons

Douglass Winthrop Advisors
John W. Bristol & Co
Douglas Lane & Associates
Financial Gravity Wealth
Bartlett & Co.
Bartlett & Co. Wealth Management
Hikari Power
Beach Investment Counsel
Boston Family Office
Bahl & Gaynor
Sky Investment Group
Kornitzer Capital Management
Madison Asset Management
Ramsay, Stattman, Vela & Price
Ancora Advisors

View all funds holding Nestle SA Reg Shs. Ser. B Spons