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Hldgs shares owned by Boulder Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Boulder Wealth Advisors from 13F filings

Historical chart of Boulder Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Boulder Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $40k 1.1k 37.52

More positions owned by Boulder Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Boulder Wealth Advisors

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Capital Research and Management Company - Division 3
BlackRock
Citadel Advisors
Susquehanna International
State Street Corporation
Sanders Capital
Geode Capital Management
Capital World Investors
Invesco
Goldman Sachs Group
Slate Path Capital
Dimensional Fund Advisors
Alyeska Investment Group

View all funds holding Hldgs