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Fidelity Comwlth Tr ndq cp idx trk shares owned by CVFG

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by CVFG from 13F filings

Historical chart of CVFG investment in Fidelity Comwlth Tr ndq cp idx trk

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Comwlth Tr ndq cp idx trk held by CVFG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 21k 89.13
2025-06-30 $1.7M 21k 80.10
2025-03-31 $1.2M 18k 68.07
2024-12-31 $1.4M 18k 76.06

More positions owned by CVFG

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Commonwealth Equity Services
FMR
LPL Financial
NFP Retirement
Wealthfront Advisers
Fisher Investments
Heck Capital Advisors
Analyst IMS Investment Management Services
Kestra Advisory Services
Lebenthal Global Advisors
LJI Wealth Management
Morgan Stanley
Advisor Group Holdings
TCP Asset Management
Prasad Wealth Partners

View all funds holding Fidelity Comwlth Tr ndq cp idx trk