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Reaves Utility Income Fund shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Reaves Utility Income Fund

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All positions including Reaves Utility Income Fund held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $88k 2.7k 32.81

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Private Advisor
Captrust Financial Advisors
Sterling Investment Advisors
Oak Family Advisors
Stifel Financial
Magnus Financial Group

View all funds holding Reaves Utility Income Fund