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Boulder Growth & Income Fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $504k 32k 16.02
2024-09-30 $501k 32k 15.80
2024-06-30 $462k 32k 14.57

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Cincinnati Financial Corporation (CINF)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Kroger (KR)
Allstate Corporation (ALL)
Chubb (CB)
Chevron Corporation (CVX)
Cisco Systems (CSCO)

View all positions for Heritage Wealth Management

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
Brooklyn Capital Management
Pathstone Holdings
JP Wealth Management
1607 Capital Partners
Shaker Financial Services
CSS
Allspring Global Investments Holdings
CNH Partners
Karpus Investment Management
National Asset Management
Almitas Capital
Wolverine Asset Management
Blue Bell Private Wealth Management
Raymond James Financial

View all funds holding Boulder Growth & Income Fund