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Home > Institutional Investor > Dividend Assets Capital, Llc > Profile

Instuitional Investor - Dividend Assets Capital, Llc

Fund Profile
Filing Period:
Fund Name: Dividend Assets Capital, Llc
Portfolio Value $508,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 78,189 $29,402 5.78%
2.
Schwab Charles Family Fd Value
 26,775,528 $26,776 5.26%
3.
Costco Wholesale Corp W
 COST 32,084 $21,178 4.16%
4.
Novo Nordisk A S
 NVO 196,179 $20,295 3.99%
5.
Oneok Inc W
 OKE 229,030 $15,795 3.1%
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)