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U.S. Bancorp shares owned by Center for Wealth Management Advisory

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Center for Wealth Management Advisory from 13F filings

Historical chart of Center for Wealth Management Advisory investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Center for Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 33k 53.36

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
State Street Corporation
FMR
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Norges Bank Investment Management
Davis Selected Advisers
Reed Conner & Birdwell
Grantham, Mayo, Van Otterloo & Co
Invesco
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Hotchkis and Wiley Capital Management

View all funds holding U.S. Bancorp