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Gabelli Equity Tr shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Gabelli Equity Tr (GAB.R) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Gabelli Equity Tr

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Tr held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Tr by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $116 17k 0.01

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Whitehall Fds High Div Yld (VYM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Home Ban (HBCP)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Montz Harcus Wealth Management

Top funds holding Gabelli Equity Tr

Ursa Fund Management
LPL Financial
Yakira Capital Management
Boothbay Fund Management
Alpine Partners VI
Absolute Investment Advisers
Morgan Stanley
Commonwealth Equity Services
Cable Car Capital
Citadel Advisors
Cetera Investment Advisers
Bank of America Corporation
Independent Financial Group
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Gabelli Equity Tr