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Home > Institutional Investor > Bellevue Asset Management, Llc > Profile

Instuitional Investor - Bellevue Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Bellevue Asset Management, Llc
Portfolio Value $193,711,426
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 141,785 $59,762,503 30.85%
2.
Apple Inc.
 AAPL 56,914 $14,252,476 7.35%
3.
First Tr Exchng Traded Fd Vi
 208,649 $8,965,682 4.62%
4.
Capital Group Growth Etf
 228,716 $8,501,401 4.38%
5.
First Tr Mid Cap Core Alphad
 70,732 $8,176,732 4.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)