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Nv5 Holding shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Nv5 Holding (NVEE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Nv5 Holding

Tip: Access up to 7 years of quarterly data

All positions including Nv5 Holding 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 Nv5 Holding by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $204k 2.2k 93.48
2024-06-30 $204k 2.2k 92.97
2023-12-31 $206k 1.9k 111.12
2023-09-30 $201k 2.1k 96.23

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
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 Nv5 Holding

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Swedbank AB
Geneva Capital Management
Bank of New York Mellon
Geode Capital Management
Cercano Management
Tributary Capital Management
Ing Investment Management
Nine Ten Capital Management
Emerald Advisers
Charles Schwab Investment Management

View all funds holding Nv5 Holding