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HSBC Holdings shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $803k 20k 39.36
2023-12-31 $792k 20k 40.54
2023-09-30 $785k 20k 39.46

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Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
Lazard Asset Management
BlackRock
Northern Trust
Groupama Asset Managment
Citigroup
Citadel Advisors
Grantham, Mayo, Van Otterloo & Co
Walleye Trading
Royal Bank of Canada
American Century Companies

View all funds holding HSBC Holdings