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Home > Institutional Investor > Cordatus Wealth Management Llc > Profile

Instuitional Investor - Cordatus Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cordatus Wealth Management Llc
Portfolio Value $379,149
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 307,966 $27,070 7.13%
2.
Apple Inc.
 AAPL 87,348 $21,874 5.76%
3.
Microsoft Corp
 MSFT 46,028 $19,401 5.11%
4.
Ishares Trust
 IEF 39,710 $15,947 4.2%
5.
Broadcom Inc.
 AVGO 61,741 $14,314 3.77%
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)