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United Parcel Service shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in United Parcel Service

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All positions including United Parcel Service held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 2.2k 99.18
2025-06-30 $448k 4.4k 100.94
2025-03-31 $523k 4.8k 109.99
2024-12-31 $914k 7.3k 126.10

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
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FMR
Geode Capital Management
Susquehanna International
Citadel Advisors
UBS Group
Victory Capital Management
Northern Trust
Invesco
Jane Street
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding United Parcel Service