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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 $552,266,658
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 395,119 $52,196,263 9.45%
2.
Ishares Trust
 IEF 307,533 $35,433,911 6.41%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 191,921 $33,630,731 6.08%
4.
Ishares Trust
 IEF 49,904 $29,377,679 5.31%
5.
Apple Inc.
 AAPL 106,529 $26,676,992 4.83%
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)