Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Biegel & Waller Llc > Profile

Instuitional Investor - Biegel & Waller Llc

Fund Profile
Filing Period:
Fund Name: Biegel & Waller Llc
Portfolio Value $178,785,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 354,462 $23,774,000 13.29%
2.
Ishares Tr
 285,962 $16,517,000 9.23%
3.
Ishares Trust
 IEF 357,129 $14,596,000 8.16%
4.
Ishares Inc
 EWA 224,695 $12,828,000 7.17%
5.
Ishares Tr
 190,535 $10,904,000 6.09%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)