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S&p Global shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 416 516.36

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Advanced Micro Devices Stock (AMD)
First Trust Value Line Dividend Index Fund Etf (FVD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Concentrum Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global