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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 $520,381,372
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 406,741 $50,830,400 9.76%
2.
Ishares Trust
 IEF 304,705 $32,984,490 6.33%
3.
Invesco Exchange Traded Fd T
 207,667 $32,770,266 6.29%
4.
Ishares Trust
 IEF 59,661 $28,496,149 5.47%
5.
Apple Inc.
 AAPL 130,025 $25,033,806 4.81%
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)