HBC Financial Services, P »

Shp Etf Trust shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Shp Etf Trust

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All positions including Shp Etf Trust held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $102k 2.0k 50.65
2024-09-30 $102k 2.0k 51.15
2024-06-30 $94k 1.9k 49.47
2024-03-31 $134k 2.8k 47.86

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

Top funds holding Shp Etf Trust

Gradient Investments
Private Advisor
LPL Financial
Stifel Financial
Brown Financial Advisors
International Assets Investment Management
Mml Investors Services
Renaissance Technologies
Crescent Grove Advisors
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Shp Etf Trust