Warren Averett Asset Management »

Boulder Growth & Income Fund shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 18k 18.16
2025-06-30 $267k 15k 17.68
2025-03-31 $260k 15k 17.25
2024-12-31 $241k 15k 16.02

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
JP Wealth Management
Brooklyn Capital Management
Pathstone Holdings
1607 Capital Partners
Allspring Global Investments Holdings
CSS
National Asset Management
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Karpus Investment Management
LPL Financial
CNH Partners
Cohen & Steers Capital Management
Quantedge Capital Pte

View all funds holding Boulder Growth & Income Fund