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Home > Institutional Investor > Lebenthal Wealth Advisors, Llc > Profile

Instuitional Investor - Lebenthal Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lebenthal Wealth Advisors, Llc
Portfolio Value $33,954,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 15,683 $1,828,000 5.38%
2.
Comcast Corp
 CMCSA 39,512 $1,288,000 3.79%
3.
Ishares Trust
 IEF 12,758 $1,280,000 3.76%
4.
Vanguard Specialized Portfol
 13,443 $1,119,000 3.29%
5.
Pfizer Inc
 PFE 30,192.884 $1,009,000 2.97%
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)