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Home > Institutional Investor > Ascent Wealth Partners, Llc > Profile

Instuitional Investor - Ascent Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Wealth Partners, Llc
Portfolio Value $612,406,574
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 174,142 $52,794,630 8.62%
2.
Invesco Qqq Tr
 87,805 $35,957,901 5.87%
3.
Apple Inc.
 AAPL 153,272 $29,509,518 4.81%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 57,795 $29,324,027 4.78%
5.
Ishares Tr
 126,362 $18,592,905 3.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)