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Fundx shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Fundx

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All positions including Fundx held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 680 67.93

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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Fundx

One Capital Management
Creative Planning
AlTi Global
First American Trust
Susquehanna International
AIMZ Investment Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Fundx