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Home > Institutional Investor > Actinver Wealth Management, Inc. > Profile

Instuitional Investor - Actinver Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Actinver Wealth Management, Inc.
Portfolio Value $118,507,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 95,577 $10,523,983 8.88%
2.
Ishares Trust
 IEF 89,498 $7,337,046 6.19%
3.
Ishares Tr
 115,788 $5,759,295 4.85%
4.
Spdr S & P 500 Etf Trust
 SPY 8,603 $5,042,046 4.25%
5.
Apple Inc.
 AAPL 19,487 $4,879,935 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)