Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies »

Tri-Continental Corporation shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in Tri-Continental Corporation

Tip: Access up to 7 years of quarterly data

All positions including Tri-Continental Corporation held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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 Tri-Continental Corporation by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 6.3k 32.66

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding Tri-Continental Corporation

Saba Capital Management
Lazard Asset Management
Bard Financial Services
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Raymond James Financial
UBS Group
Wells Fargo & Company
Kovitz Investment Group Partners
Uncommon Cents Investing
Cornerstone Advisory
Wealth Enhancement Advisory Services
Hennion & Walsh Asset Management
Stifel Financial
1620 Investment Advisors

View all funds holding Tri-Continental Corporation