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Oracle Corporation shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Oracle Corporation

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All positions including Oracle Corporation held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 6.1k 170.40
2024-03-31 $617k 5.3k 116.66

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Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Franklin Resources
Fisher Investments
Bank of America Corporation
Henderson Group
Goldman Sachs Group
First Eagle Investment Management
Bank of New York Mellon
PRIMECAP Management Company
Charles Schwab Investment Management

View all funds holding Oracle Corporation