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Liberty All-Star Equity Fund shares owned by Jaffetilchin Investment Partners

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Jaffetilchin Investment Partners from 13F filings

Historical chart of Jaffetilchin Investment Partners 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 Jaffetilchin Investment Partners 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 Jaffetilchin Investment Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $155k 23k 6.81
2025-03-31 $342k 52k 6.55
2024-12-31 $283k 41k 6.95

More positions owned by Jaffetilchin Investment Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Large-cap Etf Etf (VV)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Schwab U.s. Broad Market Etf Etf (SCHB)
Amazon Stock (AMZN)
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)

View all positions for Jaffetilchin Investment Partners

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund