Cassady Wealth & Retirement Planning »

United Parcel Service shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 1.9k 108.80

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Core Balanced SHS (CGBL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Tcw Etf Trust Transform System (PWRD)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Charles Schwab Investment Management
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Susquehanna International
Goldman Sachs Group
UBS Group
Northern Trust

View all funds holding United Parcel Service