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Home > Institutional Investor > Huber Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Huber Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Charlotte Fds
 822,462 $46,272,000 17.33%
2.
Wisdomtree Tr
 1,081,334 $42,075,000 15.76%
3.
Ishares Tr
 392,510 $41,795,000 15.65%
4.
First Tr Exchange-Traded Fd
 771,430 $13,724,000 5.14%
5.
Wisdomtree Trust
 557,723 $12,454,000 4.66%
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)