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Home > Institutional Investor > Granite Bay Wealth Management, Llc > Profile

Instuitional Investor - Granite Bay Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Granite Bay Wealth Management, Llc
Portfolio Value $11,177,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 2,570,040 $1,192,724 10.67%
2.
Sector Spdr Trust
 XLB 6,985,543 $908,297 8.12%
3.
Ishares Trust
 IEF 3,899,062 $690,753 6.17%
4.
Spdr S & P 500 Etf Trust
 SPY 1,350,977 $599,687 5.36%
5.
Sector Spdr Trust
 XLB 8,360,960 $578,703 5.17%
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)