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iShares S&P NA Tec. Semi. Idx shares owned by Concentric Wealth Management

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

Historical chart of Concentric Wealth Management 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 Concentric Wealth Management 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 Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 2.7k 225.92

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Alphabet Inc Class A cs (GOOGL)
Ishares Inc core msci emkt (IEMG)
Apple (AAPL)
Visa (V)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Vanguard Intermediate-Term Bond ETF (BIV)
Amgen (AMGN)

View all positions for Concentric Wealth Management

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