CSWM
FBCG icon

Cassady Schiller Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cassady Schiller Wealth Management’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.02K Buy
+22
New +$997 ﹤0.01% 782

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's FBCG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q4 2024: 22 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings.

181 funds tracked by Wall St. Rank hold FBCG as of Q4 2024.

  • Cassady Schiller Wealth Management held 22 shares of Fidelity Blue Chip Growth ETF worth $1.02K as of Q4 2024.
  • Fidelity Blue Chip Growth ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #782 holding.
  • 181 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.