Lifetime Wealth Management P.C. »

Ishares Tr broad usd high shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in Ishares Tr broad usd high

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr broad usd high held by Lifetime Wealth Management P.C. 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 Ishares Tr broad usd high by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 7 35794.86

More positions owned by Lifetime Wealth Management P.C.

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Gold Miners Etf (GDX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Growth Etf (VUG)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lifetime Wealth Management P.C.

Top funds holding Ishares Tr broad usd high

Jones Financial Companies, L.L
Prudential
Wells Fargo & Company
Northern Trust
BlackRock
Raymond James Financial
Goldman Sachs Group
British Columbia Investment Management Corporation
Counterpoint Mutual Funds
Japan Science & Technology Agency
Ilmarinen Mutual Pension Insurance
Caisse de depot et placement du Quebec
Tiaa Trust, National Association
Wright Fund Managment
Jpmorgan Chase & Co

View all funds holding Ishares Tr broad usd high