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Liberty All-Star Equity Fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity 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 Liberty All-Star Equity Fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $582k 85k 6.89

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
U.S. Bancorp (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Funds Sp 500 Etf Etf (VOO)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Chevron Corporation (CVX)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Merck & Co (MRK)
Kroger (KR)

View all positions for Heritage Wealth Management

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Penserra Capital Management
Bensler
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Shaker Financial Services
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
UBS Group

View all funds holding Liberty All-Star Equity Fund