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Gabelli mutual funds - shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Gabelli mutual funds - (GGZ) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Gabelli mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Gabelli mutual funds - held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli mutual funds - by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1k 73 15.00

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Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Gabelli mutual funds -

Private Management Group
Blue Bell Private Wealth Management
180 Wealth Advisors
Advisor Group Holdings
GatePass Capital
Gabelli Securities
UBS Group
Raymond James Financial
Capstone Investment Advisors
Beckerman Institutional
Wells Fargo & Company
GAMCO Asset Management
Stephens
LPL Financial
CSS

View all funds holding Gabelli mutual funds -