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Home > Institutional Investor > Alpha Omega Wealth Management Llc > Profile

Instuitional Investor - Alpha Omega Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Alpha Omega Wealth Management Llc
Portfolio Value $523,254,779
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 743,461 $37,641,415 7.19%
2.
Microsoft Corp
 MSFT 54,387 $20,416,468 3.9%
3.
Apple Inc.
 AAPL 74,944 $16,647,306 3.18%
4.
Chevron Corp
 CVX 75,536 $12,636,422 2.41%
5.
Verizon Communications Inc
 VZ 234,993 $10,659,265 2.04%
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)