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Home > Institutional Investor > Global Assets Advisory, Llc > Profile

Instuitional Investor - Global Assets Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Global Assets Advisory, Llc
Portfolio Value $531,140,451
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 305,384 $33,129,722 6.24%
2.
Nvidia Corp
 NVDA 300,695 $32,100,508 6.04%
3.
Apple Inc.
 AAPL 113,190 $22,405,740 4.22%
4.
Amazon Com Inc
 AMZN 111,389 $20,552,582 3.87%
5.
J P Morgan Exchange Traded F
 316,909 $17,196,930 3.24%
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)