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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 $741,639,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,952 $65,036,684 8.76%
2.
Invesco Qqq Tr
 94,979 $48,556,163 6.54%
3.
Apple Inc.
 AAPL 151,551 $37,951,380 5.11%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 59,463 $33,868,936 4.56%
5.
Ishares Tr - MSCI USA QLT FCT
 129,021 $22,976,060 3.09%
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)