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

Instuitional Investor - Concannon Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Concannon Wealth Management, Llc
Portfolio Value $379,633,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 238,459 $66,961,000 17.63%
2.
Ishares Tr
 1,076,443 $51,282,000 13.5%
3.
Schwab Strategic Trust
 FNDF 450,103 $32,241,000 8.49%
4.
Vanguard Group
 160,878 $23,081,000 6.07%
5.
Mcdonalds Corp
 MCD 90,799 $22,417,000 5.9%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)