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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
2023-12-31 $383k 75k 5.08

More positions owned by HCR Wealth Advisors

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

View all positions for HCR Wealth Advisors

Top funds holding Gabelli Equity Trust

Commonwealth Equity Services
Bank of America Corporation
Philadelphia Trust Company
Creative Planning
Royal Bank of Canada
Live Oak Private Wealth
Shaker Financial Services
Marks Group Wealth Management
UBS Group
Scotia Capital
Wells Fargo & Company
Landscape Capital Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Accel Wealth Management

View all funds holding Gabelli Equity Trust