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Home > Institutional Investor > Frontier Wealth Management Llc > Profile

Instuitional Investor - Frontier Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Frontier Wealth Management Llc
Portfolio Value $1,377,505,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 661,050 $67,625,000 4.9%
2.
Spdr Ser Tr
 736,225 $67,357,000 4.88%
3.
Schwab Strategic Trust
 FNDF 1,491,207 $66,597,000 4.83%
4.
Apple Inc.
 AAPL 401,022 $54,828,000 3.98%
5.
Bank Of America Corp
 BAC 1,316,647 $40,987,000 2.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)