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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Harbour Wealth Management Group

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Harbour Wealth Management Group from 13F filings

Historical chart of Harbour Wealth Management Group investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Harbour Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Harbour Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 10k 25.18

More positions owned by Harbour Wealth Management Group

Ishares Gold Tr Ishares New (IAU)
Sprott Asset Management Physical Gold Tr (PHYS)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (XITK)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Tidal Trust I Foliobeyond Alte (RISR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Global X Uranium (URA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Harbour Wealth Management Group

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Raymond James Financial
UBS Group
1607 Capital Partners
McGowan Group Asset Management
Joel Isaacson & Co
Wells Fargo & Company
LPL Financial
Stratos Wealth Partners
Guggenheim Capital, LLC Managers
Ameriprise Financial
Kingstone Capital Partners Texas
Advisors Asset Management
Polar Securities
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund