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Home > Institutional Investor > Gwm Advisors Llc > Profile

Instuitional Investor - Gwm Advisors Llc

Fund Profile
Filing Period:
Fund Name: Gwm Advisors Llc
Portfolio Value $16,641,258,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,415,121 $604,794,382 3.63%
2.
Ishares Trust
 IEF 822,886 $484,416,147 2.91%
3.
Nvidia Corp
 NVDA 3,043,850 $399,545,101 2.4%
4.
Microsoft Corp
 MSFT 924,536 $389,693,130 2.34%
5.
Spdr S & P 500 Etf Trust
 SPY 658,604 $316,156,749 1.89%
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)