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NVIDIA Corporation shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of NVIDIA Corporation (NVDA) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in NVIDIA Corporation

Tip: Access up to 7 years of quarterly data

All positions including NVIDIA Corporation held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NVIDIA Corporation by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $452k 500 903.57
2023-12-31 $364k 735 495.22
2023-09-30 $276k 635 434.99

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
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Vanguard World Industrial Etf (VIS)
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Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding NVIDIA Corporation

Vanguard Group
T. Rowe Price Associates
Citadel Advisors
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Alliancebernstein
Baillie Gifford & Co
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Amundi

View all funds holding NVIDIA Corporation