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Home > Institutional Investor > Biltmore Wealth Management, Llc > Profile

Instuitional Investor - Biltmore Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Biltmore Wealth Management, Llc
Portfolio Value $210,198,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 234,827 $26,767,945 12.73%
2.
Sector Spdr Trust
 XLB 123,018 $23,678,595 11.26%
3.
Sector Spdr Trust
 XLB 163,059 $22,238,043 10.57%
4.
Pimco Etf Trust
 368,867 $18,453,181 8.77%
5.
Sector Spdr Trust
 XLB 100,943 $18,049,638 8.58%
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)