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Home > Institutional Investor > Brightwater Advisory Llc > Profile

Instuitional Investor - Brightwater Advisory Llc

Fund Profile
Filing Period:
Fund Name: Brightwater Advisory Llc
Portfolio Value $127,557,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 513,752 $9,504,414 7.45%
2.
Schwab Strategic Trust
 FNDF 346,790 $8,957,601 7.02%
3.
Spdr S & P 500 Etf Trust
 SPY 13,706 $8,032,812 6.29%
4.
Schwab Strategic Trust
 FNDF 302,913 $7,045,758 5.52%
5.
Vanguard Specialized Funds
 31,136 $6,097,410 4.78%
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)