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Home > Institutional Investor > Alpha Wealth Funds, Llc > Profile

Instuitional Investor - Alpha Wealth Funds, Llc

Fund Profile
Filing Period:
Fund Name: Alpha Wealth Funds, Llc
Portfolio Value $103,853,282
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 455,122 $45,657,839 43.96%
2.
Spdr S & P 500 Etf TrustCALL
 SPY 866 $7,865,389 7.57%
3.
Spdr S & P 500 Etf Trust
 SPY 8,015 $4,699,571 4.53%
4.
Sector Spdr Trust
 XLB 25,020 $3,442,001 3.31%
5.
Apple Inc.
 AAPL 13,441 $3,365,895 3.24%
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)