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Home > Institutional Investor > Kore Private Wealth Llc > Profile

Instuitional Investor - Kore Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Kore Private Wealth Llc
Portfolio Value $553,629,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Trd Slf Idx Fd
 1,179,637 $46,077,000 8.32%
2.
Apple Inc.
 AAPL 269,567 $37,254,000 6.72%
3.
Spdr S & P 500 Etf Trust
 SPY 98,396 $35,145,000 6.34%
4.
Ishares U S Etf Tr
 531,103 $26,162,000 4.72%
5.
Sector Spdr Trust
 XLB 140,004 $16,630,000 3%
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)