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United Parcel Service shares owned by Clear Wave Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Clear Wave Wealth Management from 13F filings

Historical chart of Clear Wave Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Clear Wave Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 2.3k 98.38

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Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Jpmorgan Chase & Co Call Put Option
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Wave Wealth Management

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