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Home > Institutional Investor > Elk River Wealth Management, Llc > Profile

Instuitional Investor - Elk River Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Elk River Wealth Management, Llc
Portfolio Value $534,207,828
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 410,636 $55,715,924 10.43%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 196,391 $34,021,354 6.37%
3.
Ishares Trust
 IEF 322,392 $33,712,494 6.31%
4.
Ishares Trust
 IEF 50,992 $28,652,588 5.36%
5.
Apple Inc.
 AAPL 105,404 $23,413,391 4.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)