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Winmark Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Winmark Corporation

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All positions including Winmark Corporation 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 Winmark Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $216k 613 352.90

More positions owned by H D Vest Advisory Services

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

View all positions for H D Vest Advisory Services

Top funds holding Winmark Corporation

Neuberger Berman Group
BlackRock
BlackRock
Renaissance Technologies
AltraVue Capital
Vanguard Group
Port Capital
Dimensional Fund Advisors
Mawer Investment Management
State Street Corporation
Nine Ten Capital Management
Morgan Stanley
William Blair Investment Management
Geode Capital Management
Copeland Capital Management

View all funds holding Winmark Corporation