Beacon Pointe Advisors »

MUTUAL FUND Gabelli Healthcare & Wellnessr*x shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in MUTUAL FUND Gabelli Healthcare & Wellnessr*x

Tip: Access up to 7 years of quarterly data

All positions including MUTUAL FUND Gabelli Healthcare & Wellnessr*x held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MUTUAL FUND Gabelli Healthcare & Wellnessr*x by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 131k 10.95
2024-06-30 $1.3M 134k 9.58
2024-03-31 $1.5M 149k 10.24
2023-12-31 $1.4M 149k 9.33
2023-09-30 $1.4M 160k 8.58
2023-03-31 $1.6M 162k 10.09

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding MUTUAL FUND Gabelli Healthcare & Wellnessr*x

Saba Capital Management
Wells Fargo & Company
GAMCO Asset Management
Cetera Investment Advisers
Morgan Stanley
Blue Bell Private Wealth Management
CNH Partners
Beacon Pointe Advisors
Aviance Capital Partners
Sanctuary Advisors
Deschutes Portfolio Strategy
Stephens
Atlas Wealth
LPL Financial
CSS

View all funds holding MUTUAL FUND Gabelli Healthcare & Wellnessr*x