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Home > Institutional Investor > Gw Henssler & Associates Ltd > Profile

Instuitional Investor - Gw Henssler & Associates Ltd

Fund Profile
Filing Period:
Fund Name: Gw Henssler & Associates Ltd
Portfolio Value $1,744,665,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 4,013,228 $100,491,230 5.75%
2.
Apple Inc.
 AAPL 309,098 $72,019,731 4.12%
3.
Ishares Trust
 IEF 419,405 $51,846,800 2.97%
4.
Microsoft Corp
 MSFT 114,584 $49,305,351 2.82%
5.
Marathon Petroleum Corp
 MPC 278,358 $45,347,273 2.59%
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)