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iShares S&P NA Tec. Semi. Idx shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $474k 2.1k 225.88
2023-12-31 $721k 1.3k 576.04
2023-09-30 $675k 1.4k 473.66
2023-06-30 $762k 1.5k 507.23
2023-03-31 $790k 1.8k 444.65
2022-12-31 $746k 2.1k 347.96

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Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding iShares S&P NA Tec. Semi. Idx

Susquehanna International
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Citadel Advisors
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
UBS Group
Citigroup
Valiant Capital Management
LPL Financial
Global Assets Advisory
Royal Bank of Canada

View all funds holding iShares S&P NA Tec. Semi. Idx