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Home > Institutional Investor > Ica Group Wealth Management, Llc > Profile

Instuitional Investor - Ica Group Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ica Group Wealth Management, Llc
Portfolio Value $166,673,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq
 35,372 $16,947,310 10.17%
2.
Spdr S & P 500 Etf Trust
 SPY 13,190 $7,178,164 4.31%
3.
Jp Morgan Core Plus Bond Etf - Stock/ETF
 147,446 $6,831,171 4.1%
4.
First Trust
 169,234 $6,419,060 3.85%
5.
Apple Inc.
 AAPL 27,982 $5,893,496 3.54%
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)