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Gabelli Equity Trust shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 75k 5.49
2024-06-30 $392k 75k 5.20
2024-03-31 $416k 75k 5.52
2023-12-31 $383k 75k 5.08

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
International Assets Investment Management
Commonwealth Equity Services
Philadelphia Trust Company
Cohen & Steers Capital Management
GAMCO Asset Management
Bank of America Corporation
Shaker Financial Services
Royal Bank of Canada
Live Oak Private Wealth
Cetera Investment Advisers
Scotia Capital
Wells Fargo & Company
Creative Planning

View all funds holding Gabelli Equity Trust