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Home > Institutional Investor > Icapital Wealth Llc > Profile

Instuitional Investor - Icapital Wealth Llc

Fund Profile
Filing Period:
Fund Name: Icapital Wealth Llc
Portfolio Value $74,699,827
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 21,821 $9,197,552 5.26%
2.
Nvidia Corp
 NVDA 66,412 $8,918,467 5.1%
3.
Vaneck Etf Trust
 90,570 $8,398,103 4.8%
4.
Crowdstrike Holdings Inc.
 CRWD 22,577 $7,724,946 4.42%
5.
Amazon Com Inc
 AMZN 30,284 $6,644,007 3.8%
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)