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Value Stock Index Portfolio shares owned by Serenus Wealth Advisors

Quarter-by-quarter ownership of Value Stock Index Portfolio (YI) shares owned by Serenus Wealth Advisors from 13F filings

Historical chart of Serenus Wealth Advisors investment in Value Stock Index Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Value Stock Index Portfolio held by Serenus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Value Stock Index Portfolio by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 4.4k 69.94
2025-06-30 $301k 4.6k 65.98
2025-03-31 $293k 4.6k 64.14
2024-12-31 $285k 4.6k 62.51

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

Top funds holding Value Stock Index Portfolio

Susquehanna International
Renaissance Technologies
Morgan Stanley
Serenus Wealth Advisors
UBS Group
SBI Securities
Jpmorgan Chase & Co
Rhumbline Advisers

View all funds holding Value Stock Index Portfolio