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NVIDIA Corporation shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of NVIDIA Corporation (NVDA) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in NVIDIA Corporation

Tip: Access up to 7 years of quarterly data

All positions including NVIDIA Corporation held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NVIDIA Corporation by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 1.7k 186.50

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding NVIDIA Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Jane Street
Ubs Global Asset Management Americas
Susquehanna International
Capital Research Global Investors
Legal & General Group
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding NVIDIA Corporation