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Utz Brands shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Utz Brands (UTZ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Utz Brands

Tip: Access up to 7 years of quarterly data

All positions including Utz Brands held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utz Brands by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $384k 31k 12.55
2025-03-31 $426k 30k 14.08
2024-12-31 $442k 28k 15.66
2024-09-30 $539k 30k 17.70
2024-06-30 $512k 31k 16.64

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Utz Brands

Vanguard Group
Jpmorgan Chase & Co
BlackRock
Ameriprise Financial
Millennium Management
Copeland Capital Management
Champlain Investment Partners
Balyasny Asset Management
Citadel Advisors
Dimensional Fund Advisors
Jennison Associates
Geode Capital Management
State Street Corporation
UBS Group
Tributary Capital Management

View all funds holding Utz Brands