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Service Pptys Tr shares owned by HighRoad Wealth Advisors

Quarter-by-quarter ownership of Service Pptys Tr (SVC) shares owned by HighRoad Wealth Advisors from 13F filings

Historical chart of HighRoad Wealth Advisors investment in Service Pptys Tr

Tip: Access up to 7 years of quarterly data

All positions including Service Pptys Tr held by HighRoad Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Service Pptys Tr by HighRoad Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $29k 16k 1.84

More positions owned by HighRoad Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Patrick Industries (PATK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Cummins (CMI)
Eli Lilly & Co. (LLY)

View all positions for HighRoad Wealth Advisors

Top funds holding Service Pptys Tr

Vanguard Group
BlackRock
Charles Schwab Investment Management
Nantahala Capital Management
Capital Management Corporation
Goldman Sachs Group
Susquehanna Advisors Group
Whitebox Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
Lonestar Capital Management
LSV Asset Management
D. E. Shaw & Co
Readystate Asset Management

View all funds holding Service Pptys Tr